Steward Partners Investment Advisory, LLC Jpmorgan Tr Us Aggregate Bond Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Jpmorgan Tr Us Aggregate Bond stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,837 shares of JAGG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,837
Previous 4,694 18.26%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
N/A
-857 Reduced 18.26%
3,837 $0
Q2 2025

Aug 12, 2025
SELL
N/A
-1,846 Reduced 28.23%
4,694 $0
Q1 2025

May 13, 2025
SELL
N/A
-597 Reduced 8.36%
6,540 $0
Q4 2024

Feb 06, 2025
SELL
N/A
-4,827 Reduced 40.35%
7,137 $0
Q3 2024

Nov 14, 2024
BUY
N/A
528 Added 4.62%
11,964 $0
Q2 2024

Aug 08, 2024
SELL
N/A
-42,743 Reduced 78.89%
11,436 $0
Q1 2024

May 15, 2024
SELL
$0.0 - $46.48 $0 - $1.69 Million
-36,445 Reduced 40.22%
54,179 $0
Q4 2023

Feb 12, 2024
SELL
$43.05 - $46.94 $31,426 - $34,266
-730 Reduced 0.8%
90,624 $4.22 Million
Q3 2023

Nov 13, 2023
SELL
$44.16 - $46.37 $258,026 - $270,939
-5,843 Reduced 6.01%
91,354 $4.04 Million
Q2 2023

Aug 14, 2023
BUY
$0.0 - $47.4 $0 - $2.83 Million
59,614 Added 158.62%
97,197 $4.49 Million
Q1 2023

May 15, 2023
BUY
$45.42 - $47.55 $1.49 Million - $1.56 Million
32,739 Added 675.87%
37,583 $1.76 Million
Q4 2022

Feb 15, 2023
BUY
$44.53 - $47.09 $155,855 - $164,815
3,500 Added 260.42%
4,844 $221,000
Q2 2022

Aug 04, 2022
BUY
N/A
719 Added 115.04%
1,344 $64,000
Q4 2021

Feb 08, 2022
BUY
N/A
500 Added 400.0%
625 $34,000
Q2 2021

Aug 13, 2021
BUY
N/A
125 New
125 $7,000

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

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