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 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-571- 4.72% |
$25.2K - $26.5K
|
11.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-610- 22.91% |
$26.9K - $28.3K
|
2.05K
$0
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-652- 24.87% |
$28.8K - $30.2K
|
1.97K
$0
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-959- 39.88% |
$42.3K - $44.5K
|
1.45K
$0
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-977- 16.73% |
$43.1K - $45.3K
|
4.86K
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 6.87% |
$53.7K - $56.4K
|
16.5K
$0
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.69K- 12.02% |
$74.5K - $78.3K
|
12.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.94K- 33.37% |
$85.6K - $89.9K
|
3.87K
$0
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.21K- 20.12% |
$97.7K - $103K
|
8.79K
$0
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.37K- 39.3% |
$193K - $203K
|
6.75K
$0
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-4.52K- 39.68% |
$200K - $210K
|
6.88K
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.84K- 6.01% |
$258K - $271K
|
91.4K
$0
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-8.13K- 0.54% |
$359K - $377K
|
1.51M
$0
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-8.9K- 6.95% |
$393K - $412K
|
119K
$0
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.5K- 64.71% |
$508K - $533K
|
6.27K
$0
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-16.5K- 9.32% |
$727K - $763K
|
160K
$0
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.4K- 33.42% |
$769K - $808K
|
34.7K
$0
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.5K- 39.04% |
$817K - $858K
|
28.9K
$0
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-18.8K- 7.2% |
$832K - $873K
|
243K
$0
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-20.6K- 20.12% |
$909K - $954K
|
81.7K
$0
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-29.3K- 21.04% |
$1.29M - $1.36M
|
110K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31K- 36.45% |
$1.37M - $1.44M
|
54K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.7K- 37.04% |
$2.11M - $2.21M
|
81.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-122K- 92.67% |
$5.37M - $5.64M
|
9.62K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-298K- 39.71% |
$13.2M - $13.8M
|
453K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.19M- 31.79% |
$52.5M - $55.1M
|
2.55M
$0
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.55M- 81.59% |
$157M - $165M
|
801K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.63M- 14.23% |
$160M - $168M
|
21.9M
$0
|