Richard W. Paul & Associates, LLC Jpmorgan Tr Us Aggregate Bond Transaction History

Richard W. Paul & Associates, LLC

$275 Billion
Q4 2024

A detailed history of Richard W. Paul & Associates, LLC transactions in Jpmorgan Tr Us Aggregate Bond stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 12 shares of JAGG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 40 70.0%

Holding current value

Previous $1.89 Million 71.37%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	N/A	-28 Reduced 70.0%	12 $542,000
Q2 2024 Jul 23, 2024	SELL	N/A	-509 Reduced 92.71%	40 $1.82 Million
Q1 2024 May 14, 2024	SELL	$0.0 - $46.48 $0 - $2.68 Million	-57,686 Reduced 99.06%	549 $25.2 Million
Q4 2023 Jan 23, 2024	SELL	$43.05 - $46.94 $43,179 - $47,080	-1,003 Reduced 1.69%	58,235 $2.71 Billion
Q3 2023 Oct 12, 2023	BUY	$44.16 - $46.37 $242,129 - $254,246	5,483 Added 10.2%	59,238 $2.62 Billion
Q2 2023 Jul 25, 2023	BUY	$0.0 - $47.4 $0 - $34,033	718 Added 1.35%	53,755 $2.48 Billion
Q1 2023 Apr 24, 2023	BUY	$45.42 - $47.55 $185,994 - $194,717	4,095 Added 8.37%	53,037 $2.49 Billion
Q4 2022 Feb 07, 2023	BUY	$44.53 - $47.09 $2.18 Million - $2.3 Million	48,942 New	48,942 $2.24 Billion

Others Institutions Holding JAGG

# of Institutions

Shares Held

22.6M

Call Options Held

Put Options Held

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Richard W. Paul & Associates, LLC Jpmorgan Tr Us Aggregate Bond Transaction History