Purchases and Sales Made in Q1 2025 in Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-590- 8.89% |
N/A
|
6.04K
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-597- 8.36% |
N/A
|
6.54K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-866- 9.34% |
N/A
|
8.41K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-963- 5.35% |
N/A
|
17K
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.09K- 6.35% |
N/A
|
16.1K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.11K- 3.47% |
N/A
|
30.8K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.34K- 16.47% |
N/A
|
6.81K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.85K- 27.59% |
N/A
|
7.49K
$0
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.35K- 23.97% |
N/A
|
10.6K
$0
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.83K- 11.99% |
N/A
|
28.1K
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.81K- 25.44% |
N/A
|
14.1K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.83K- 1.83% |
N/A
|
259K
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.98K- 31.38% |
N/A
|
13.1K
$0
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.09K- 30.18% |
N/A
|
18.7K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.41K- 56.32% |
N/A
|
6.52K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10K- 54.45% |
N/A
|
8.37K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-13.5K- 25.47% |
N/A
|
39.6K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-14.6K- 16.33% |
N/A
|
74.7K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.8K- 17.0% |
N/A
|
77.1K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17.2K- 11.4% |
N/A
|
134K
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.2K- 28.76% |
N/A
|
50.1K
$0
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-23K- 30.72% |
N/A
|
51.8K
$0
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.5K- 11.72% |
N/A
|
177K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-28.1K- 9.81% |
N/A
|
258K
$0
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-143K- 29.74% |
N/A
|
337K
$0
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-455K- 93.42% |
N/A
|
32.1K
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.51M- 60.36% |
N/A
|
5.59M
$0
|