Ae Wealth Management LLC Jpmorgan Tr Us Aggregate Bond Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Jpmorgan Tr Us Aggregate Bond stock. As of the latest transaction made, Ae Wealth Management LLC holds 19 shares of JAGG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 133 85.71%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	N/A	-114 Reduced 85.71%	19 $0
Q1 2025 May 06, 2025	BUY	N/A	133 New	133 $0
Q3 2023 Oct 11, 2023	BUY	$44.16 - $46.37 $235,991 - $247,801	5,344 Added 9.84%	59,628 $2.64 Million
Q2 2023 Jul 10, 2023	BUY	$0.0 - $47.4 $0 - $18,486	390 Added 0.72%	54,284 $2.51 Million
Q1 2023 Apr 14, 2023	BUY	$45.42 - $47.55 $204,253 - $213,832	4,497 Added 9.1%	53,894 $2.53 Million
Q4 2022 Jan 31, 2023	SELL	$44.53 - $47.09 $175,047 - $185,110	-3,931 Reduced 7.37%	49,397 $2.26 Million
Q3 2022 Oct 25, 2022	SELL	N/A	-27,085 Reduced 33.68%	53,328 $2.43 Million
Q2 2022 Aug 03, 2022	BUY	N/A	80,413 New	80,413 $3.86 Million
Q1 2022 Apr 18, 2022	SELL	N/A	-85,607 Closed	0 $0
Q4 2021 Jan 20, 2022	SELL	N/A	-3,571 Reduced 4.0%	85,607 $4.62 Million
Q3 2021 Nov 01, 2021	BUY	N/A	35,732 Added 66.86%	89,178 $4.84 Million
Q2 2021 Jul 21, 2021	BUY	N/A	53,446 New	53,446 $2.91 Million

Others Institutions Holding JAGG

# of Institutions

108

Shares Held

17.2M

Call Options Held

Put Options Held

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About JPMORGAN TR US AGGREGATE BOND

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Ae Wealth Management LLC Jpmorgan Tr Us Aggregate Bond Transaction History