Purchases and Sales Made in Q3 2022 in Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
408KNew |
N/A
|
408K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
343K+ 2.48% |
N/A
|
14.2M
$0
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
249K+ 19.09% |
N/A
|
1.55M
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
245K+ 144.78% |
N/A
|
415K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
236KNew |
N/A
|
236K
$0
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
167K+ 125.84% |
N/A
|
299K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
137K+ 12.14% |
N/A
|
1.26M
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
92.9KNew |
N/A
|
92.9K
$0
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
46.3KNew |
N/A
|
46.3K
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
27.9K+ 58.9% |
N/A
|
75.2K
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.4KNew |
N/A
|
23.4K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.1K+ 21.74% |
N/A
|
101K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15K+ 14.28% |
N/A
|
120K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.3K+ 1.23% |
N/A
|
935K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 28.19% |
N/A
|
46.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.97K+ 5.65% |
N/A
|
130K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.66K+ 3.3% |
N/A
|
177K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
5.46K+ 273.48% |
N/A
|
7.45K
$0
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.59K+ 96.61% |
N/A
|
9.34K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.82K+ 1.56% |
N/A
|
249K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.44K+ 19.37% |
N/A
|
15K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.19K+ 14.94% |
N/A
|
16.9K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.84K+ 1.5% |
N/A
|
125K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.72K+ 5.96% |
N/A
|
30.5K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.1KNew |
N/A
|
1.1K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
711+ 2.23% |
N/A
|
32.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
638+ 4.5% |
N/A
|
14.8K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
534+ 4.85% |
N/A
|
11.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
497+ 49700.0% |
N/A
|
498
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
193+ 2.08% |
N/A
|
9.47K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
90New |
N/A
|
90
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
62+ 0.14% |
N/A
|
43K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7+ 0.13% |
N/A
|
5.42K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-92- 1.05% |
N/A
|
8.69K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-113- 37.29% |
N/A
|
190
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-341- 2.03% |
N/A
|
16.5K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-345- 1.64% |
N/A
|
20.6K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-500- 4.8% |
N/A
|
9.91K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-641- 9.02% |
N/A
|
6.46K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-675- 39.47% |
N/A
|
1.04K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-951- 5.15% |
N/A
|
17.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.45K- 6.37% |
N/A
|
21.3K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.5K- 20.84% |
N/A
|
5.7K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.78K- 36.24% |
N/A
|
4.89K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.9K- 2.5% |
N/A
|
347K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-9.78K- 19.33% |
N/A
|
40.8K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.5K- 56.86% |
N/A
|
8.71K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-16.6K- 69.72% |
N/A
|
7.21K
$0
|