Purchases and Sales Made in Q1 2024 in Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG) during Q1 2024. The information is specifically focused on institutions that hold shares of JPMORGAN TR US AGGREGATE BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.64M+ 18.19% |
$0 - $123M
|
17.2M
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.97M+ 2301.46% |
$0 - $91.8M
|
2.06M
$0
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
214KNew |
$0 - $9.92M
|
214K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
150K+ 59.05% |
$0 - $6.99M
|
405K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
145K+ 326.75% |
$0 - $6.75M
|
190K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
101K+ 38.37% |
$0 - $4.7M
|
365K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
92.7K+ 61.07% |
$0 - $4.31M
|
244K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
88.6K+ 204.45% |
$0 - $4.12M
|
132K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
51.9K+ 13.35% |
$0 - $2.41M
|
441K
$0
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
50.9K+ 6.66% |
$0 - $2.37M
|
815K
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.5K+ 138.38% |
$0 - $2.3M
|
85.2K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.2K+ 30.98% |
$0 - $1.73M
|
157K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
36.5K+ 13.14% |
$0 - $1.7M
|
314K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
22.3KNew |
$0 - $1.04M
|
22.3K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
19.1K+ 7.71% |
$0 - $888K
|
267K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.4K+ 70.78% |
$0 - $856K
|
44.5K
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 3.83% |
$0 - $681K
|
397K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 78.75% |
$0 - $494K
|
24.1K
$0
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.54KNew |
$0 - $397K
|
8.54K
$0
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.31KNew |
$0 - $386K
|
8.31K
$0
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.43KNew |
$0 - $345K
|
7.43K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.23KNew |
$0 - $336K
|
7.23K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.14KNew |
$0 - $285K
|
6.14K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
3.24K+ 68.21% |
$0 - $150K
|
7.98K
$0
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.97KNew |
$0 - $138K
|
2.97K
$0
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.79K+ 30.07% |
$0 - $130K
|
12.1K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.25KNew |
$0 - $104K
|
2.25K
$0
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
1.97K+ 4.74% |
$0 - $91.8K
|
43.6K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.85K+ 17.46% |
$0 - $86.2K
|
12.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.25KNew |
$0 - $57.9K
|
1.25K
$0
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.18K+ 32.1% |
$0 - $54.7K
|
4.84K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.13K+ 30.13% |
$0 - $52.3K
|
4.86K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.09K+ 8.72% |
$0 - $50.8K
|
13.6K
$0
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
810+ 7.87% |
$0 - $37.6K
|
11.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
765+ 3.71% |
$0 - $35.6K
|
21.4K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
700+ 13.82% |
$0 - $32.5K
|
5.77K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
635+ 5.0% |
$0 - $29.5K
|
13.3K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
552+ 6.73% |
$0 - $25.7K
|
8.75K
$0
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
547+ 1.02% |
$0 - $25.4K
|
54.4K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
476+ 1.83% |
$0 - $22.1K
|
26.4K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
189+ 2.67% |
$0 - $8.78K
|
7.26K
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
165New |
$0 - $7.67K
|
165
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45New |
$0 - $2.09K
|
45
$0
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.33% |
$0 - $46.5
|
303
$0
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-14- 0.11% |
$0 - $651
|
12.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-83- 2.85% |
$0 - $3.86K
|
2.83K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-107Closed |
$0 - $4.97K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-119- 2.55% |
$0 - $5.53K
|
4.56K
$0
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-156- 1.43% |
$0 - $7.25K
|
10.8K
$0
|