Institutional Ownership Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
9,519
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
9,428
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
9,329
shares
|
$0
0.23% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
9,124
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
8,929
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
8,652
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,210
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 25.54%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
7,785
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.73%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,729
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,998
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
6,915
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
6,817
shares
|
$0
0.05% of portfolio
|
Q3 2025
Reduced 20.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
6,598
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 39.23%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,589
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,463
shares
|
$0
0.03% of portfolio
|
Q3 2022
Reduced 9.02%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,902
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
5,838
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,740
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,586
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,575
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
5,379
shares
|
$0
0.06% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
5,352
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,331
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
5,229
shares
|
$0
0.03% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
4,786
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|