Fonville Wealth Management LLC Jpmorgan Tr Us Aggregate Bond Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024

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 5,835 shares of JAGG stock, worth $0. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,835
Previous 6,026 3.17%
Holding current value
$0
Previous $285 Million 7.56%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
94
Shares Held
22.7M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR US AGGREGATE BOND

JAGG Quotes by TradingView
  • Ticker JAGG
  • Sector ETFs
  • Industry ETFs
More about JAGG
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email