Purchases and Sales Made in Q3 2023 in Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
553K+ 108.58% |
$24.4M - $25.7M
|
1.06M
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
524K+ 150.15% |
$23.1M - $24.3M
|
872K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
521K+ 84.75% |
$23M - $24.2M
|
1.14M
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
234KNew |
$10.4M - $10.9M
|
234K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
175KNew |
$7.73M - $8.11M
|
175K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
90.2KNew |
$3.98M - $4.18M
|
90.2K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.3K+ 93.94% |
$3.46M - $3.63M
|
162K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
72K+ 23.1% |
$3.18M - $3.34M
|
384K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65.6K+ 238.2% |
$2.9M - $3.04M
|
93.1K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
59.6KNew |
$2.63M - $2.77M
|
59.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
56.2KNew |
$2.48M - $2.6M
|
56.2K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
54K+ 807.42% |
$2.38M - $2.5M
|
60.6K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.9K+ 19.25% |
$2.29M - $2.41M
|
321K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
37.5KNew |
$1.66M - $1.74M
|
37.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.6KNew |
$1.62M - $1.7M
|
36.6K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
30.1K+ 13.54% |
$1.33M - $1.39M
|
252K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
27.5K+ 2.87% |
$1.22M - $1.28M
|
988K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
22.5K+ 6.35% |
$994K - $1.04M
|
377K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.2KNew |
$850K - $892K
|
19.2K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.1KNew |
$753K - $791K
|
17.1K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17KNew |
$750K - $788K
|
17K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12K+ 24.08% |
$531K - $558K
|
62K
$0
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.75KNew |
$386K - $406K
|
8.75K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.59KNew |
$335K - $352K
|
7.59K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.54K+ 106.24% |
$333K - $350K
|
14.6K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.58KNew |
$247K - $259K
|
5.58K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.48K+ 10.2% |
$242K - $254K
|
59.2K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.34K+ 9.84% |
$236K - $248K
|
59.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.77K+ 72.51% |
$166K - $175K
|
8.97K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.14K+ 53.07% |
$139K - $145K
|
9.05K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.91KNew |
$128K - $135K
|
2.91K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.03K+ 3.86% |
$89.4K - $93.9K
|
54.5K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.94K+ 28.32% |
$85.6K - $89.9K
|
8.79K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
620+ 3.08% |
$27.4K - $28.7K
|
20.8K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
545New |
$24.1K - $25.3K
|
545
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
479+ 1.2% |
$21.2K - $22.2K
|
40.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
372New |
$16.4K - $17.2K
|
372
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
151+ 56.13% |
$6.67K - $7K
|
420
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
70New |
$3.09K - $3.25K
|
70
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$530 - $556
|
12
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 2.86% |
$88.3 - $92.7
|
72
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$44.2 - $46.4
|
1
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1- 0.01% |
$44.2 - $46.4
|
8.43K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-44- 0.71% |
$1.94K - $2.04K
|
6.19K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-107- 0.97% |
$4.73K - $4.96K
|
10.9K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-112- 2.26% |
$4.95K - $5.19K
|
4.85K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-153- 1.95% |
$6.76K - $7.09K
|
7.7K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-176- 1.31% |
$7.77K - $8.16K
|
13.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-261- 3.27% |
$11.5K - $12.1K
|
7.72K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-414- 5.46% |
$18.3K - $19.2K
|
7.17K
$0
|