Purchases and Sales Made in Q2 2023 in Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-310- 1.52% |
$0 - $14.7K
|
20.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-319- 3.91% |
$0 - $15.1K
|
7.85K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-346- 4.81% |
$0 - $16.4K
|
6.85K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-431- 3.76% |
$0 - $20.4K
|
11K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-512- 1.49% |
$0 - $24.3K
|
33.9K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.66K- 25.97% |
$0 - $126K
|
7.58K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.26K- 3.7% |
$0 - $155K
|
84.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.65K- 17.09% |
$0 - $173K
|
17.7K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.16K- 1.46% |
$0 - $245K
|
349K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.95K- 42.72% |
$0 - $282K
|
7.98K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-8.42K- 42.41% |
$0 - $399K
|
11.4K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.31K- 61.46% |
$0 - $441K
|
5.84K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.7K- 7.75% |
$0 - $554K
|
139K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-15.2K- 78.9% |
$0 - $721K
|
4.07K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-15.3K- 5.54% |
$0 - $727K
|
262K
$0
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-15.4K- 10.75% |
$0 - $731K
|
128K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.6K- 2.63% |
$0 - $787K
|
615K
$0
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-18.3K- 1.19% |
$0 - $867K
|
1.52M
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34K- 20.85% |
$0 - $1.61M
|
129K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-82.6K- 21.81% |
$0 - $3.92M
|
296K
$0
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-111K- 89.23% |
$0 - $5.24M
|
13.4K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-115K- 77.47% |
$0 - $5.44M
|
33.4K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-143K- 98.17% |
$0 - $6.78M
|
2.66K
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-244K- 82.4% |
$0 - $11.6M
|
52.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-565K- 39.35% |
$0 - $26.8M
|
871K
$0
|