Fonville Wealth Management LLC Jpmorgan Tr Us Aggregate Bond Transaction History

Fonville Wealth Management LLC

  • $444 Billion
  • Q3 2025

A detailed history of Fonville Wealth Management LLC transactions in Jpmorgan Tr Us Aggregate Bond stock. As of the latest transaction made, Fonville Wealth Management LLC holds 5,379 shares of JAGG stock, worth $0. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,379
Previous 5,817 7.53%
Holding current value
$0
Previous $269 Million 6.52%
% of portfolio
0.06%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
N/A
-438 Reduced 7.53%
5,379 $251 Million
Q2 2025

Aug 07, 2025
SELL
N/A
-29 Reduced 0.5%
5,817 $269 Million
Q1 2025

Apr 30, 2025
BUY
N/A
11 Added 0.19%
5,846 $270 Million
Q4 2024

Jan 28, 2025
SELL
N/A
-191 Reduced 3.17%
5,835 $264 Million
Q3 2024

Oct 28, 2024
SELL
N/A
-21 Reduced 0.35%
6,026 $285 Million
Q2 2024

Jul 30, 2024
SELL
N/A
-92 Reduced 1.5%
6,047 $275 Million
Q1 2024

Apr 26, 2024
BUY
$0.0 - $46.48 $0 - $285,340
6,139 New
6,139 $282 Million

Others Institutions Holding JAGG

# of Institutions
104
Shares Held
16.4M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR US AGGREGATE BOND

JAGG Quotes by TradingView
  • Ticker JAGG
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