Purchases and Sales Made in Q4 2022 in Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
867K+ 6.11% |
$38.6M - $40.8M
|
15M
$0
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
233K+ 99.02% |
$10.4M - $11M
|
469K
$0
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
131KNew |
$5.85M - $6.18M
|
131K
$0
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
93.8KNew |
$4.18M - $4.42M
|
93.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
73.4KNew |
$3.27M - $3.45M
|
73.4K
$0
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
68.3K+ 90.87% |
$3.04M - $3.22M
|
143K
$0
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
61.6KNew |
$2.74M - $2.9M
|
61.6K
$0
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.5K+ 19.85% |
$2.2M - $2.33M
|
299K
$0
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
48.9KNew |
$2.18M - $2.3M
|
48.9K
$0
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
47.5KNew |
$2.12M - $2.24M
|
47.5K
$0
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.8K+ 171.82% |
$1.15M - $1.22M
|
40.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.6K+ 32.7% |
$738K - $780K
|
67.2K
$0
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.4KNew |
$729K - $770K
|
16.4K
$0
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.7K+ 13.08% |
$698K - $738K
|
136K
$0
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$687K - $727K
|
15.4K
$0
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.4KNew |
$641K - $678K
|
14.4K
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.59K+ 45.01% |
$427K - $452K
|
30.9K
$0
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.43K+ 90.25% |
$375K - $397K
|
17.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.3K+ 95.22% |
$369K - $391K
|
17K
$0
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
8.27KNew |
$368K - $390K
|
8.27K
$0
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.21KNew |
$366K - $387K
|
8.21K
$0
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.03KNew |
$313K - $331K
|
7.03K
$0
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.59KNew |
$249K - $263K
|
5.59K
$0
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4.43K+ 61.39% |
$197K - $209K
|
11.6K
$0
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.92K+ 41.35% |
$174K - $184K
|
13.4K
$0
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.5K+ 260.42% |
$156K - $165K
|
4.84K
$0
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.93K+ 6.31% |
$85.9K - $90.8K
|
32.5K
$0
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.6KNew |
$71.4K - $75.5K
|
1.6K
$0
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
866+ 2.01% |
$38.6K - $40.8K
|
43.9K
$0
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
423+ 0.91% |
$18.8K - $19.9K
|
46.7K
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
390New |
$17.4K - $18.4K
|
390
$0
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186+ 0.4% |
$8.28K - $8.76K
|
46.8K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
88New |
$3.92K - $4.14K
|
88
$0
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
30New |
$1.34K - $1.41K
|
30
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 10.53% |
$891 - $942
|
210
$0
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$44.5 - $47.1
|
11.5K
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-30- 30.0% |
$1.34K - $1.41K
|
70
$0
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-142- 2.9% |
$6.32K - $6.69K
|
4.75K
$0
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-172- 0.83% |
$7.66K - $8.1K
|
20.5K
$0
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-196- 18.94% |
$8.73K - $9.23K
|
839
$0
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-399- 2.69% |
$17.8K - $18.8K
|
14.4K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-498Closed |
$22.2K - $23.5K
|
0
$0
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 5.22% |
$54.3K - $57.4K
|
22.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.94K- 11.07% |
$86.4K - $91.4K
|
15.6K
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.28K- 6.98% |
$101K - $107K
|
30.3K
$0
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.78K- 2.81% |
$124K - $131K
|
96.2K
$0
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-3.04K- 7.46% |
$135K - $143K
|
37.8K
$0
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.18K- 19.27% |
$141K - $150K
|
13.3K
$0
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.69K- 2.83% |
$164K - $174K
|
127K
$0
|