Ae Wealth Management LLC Jpmorgan Tr Us Aggregate Bond Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

94

Shares Held

22.5M

Call Options Held

0

Put Options Held

0

About JPMORGAN TR US AGGREGATE BOND

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