Plan Group Financial, LLC Jpmorgan Tr Us Aggregate Bond Transaction History

Plan Group Financial, LLC

$355 Million
Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Jpmorgan Tr Us Aggregate Bond stock. As of the latest transaction made, Plan Group Financial, LLC holds 4,786 shares of JAGG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,786

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 27, 2025	BUY	N/A	4,786 New	4,786 $0

Others Institutions Holding JAGG

# of Institutions

109

Shares Held

17.2M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

5.59M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

3.73M
Shares

$0
0.0% of portfolio
Envestnet Asset Management Inc

1.6M
Shares

$0
0.0% of portfolio
Clearwater Capital Advisors, LLC

972K
Shares

$0
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

675K
Shares

$0
0.09% of portfolio

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About JPMORGAN TR US AGGREGATE BOND

Ticker JAGG
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Plan Group Financial, LLC Jpmorgan Tr Us Aggregate Bond Transaction History