Integrated Wealth Concepts LLC Jpmorgan Tr Us Aggregate Bond Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Jpmorgan Tr Us Aggregate Bond stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 12,091 shares of JAGG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,091
Previous 10,137 19.28%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
1,954 Added 19.28%
12,091 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-2,970 Reduced 22.66%
10,137 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-4,447 Reduced 25.33%
13,107 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-1,953 Reduced 10.01%
17,554 $0
Q1 2024

May 15, 2024
SELL
$0.0 - $46.48 $0 - $219,013
-4,712 Reduced 19.46%
19,507 $0
Q4 2023

Feb 13, 2024
SELL
$43.05 - $46.94 $201,086 - $219,256
-4,671 Reduced 16.17%
24,219 $1.13 Million
Q3 2023

Nov 15, 2023
SELL
$44.16 - $46.37 $817,136 - $858,030
-18,504 Reduced 39.04%
28,890 $1.28 Million
Q2 2023

Aug 15, 2023
BUY
$0.0 - $47.4 $0 - $78,020
1,646 Added 3.6%
47,394 $2.19 Million
Q1 2023

May 03, 2023
BUY
$45.42 - $47.55 $2.08 Million - $2.18 Million
45,748 New
45,748 $2.15 Million
Q1 2022

May 12, 2022
SELL
N/A
-738,526 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
N/A
5,044 Added 0.69%
738,526 $39.8 Million
Q3 2021

Nov 15, 2021
BUY
N/A
14,726 Added 2.05%
733,482 $39.8 Million
Q2 2021

Aug 13, 2021
BUY
N/A
718,756 New
718,756 $39.1 Million

Others Institutions Holding JAGG

# of Institutions
97
Shares Held
18.9M
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 Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email