Latest Institutional Transactions on Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information on the latest institutional transactions involving Jpmorgan Tr Us Aggregate Bond (JAGG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
88.6K+ 204.45% |
$0 - $4.12M
|
132K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
635+ 5.0% |
$0 - $29.5K
|
13.3K
$0
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.97KNew |
$0 - $138K
|
2.97K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-742- 15.59% |
$0 - $34.5K
|
4.02K
$0
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$43.1 - $46.9
|
1
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-351- 83.57% |
$15.1K - $16.5K
|
69
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.52KNew |
$195K - $212K
|
4.52K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$198K - $216K
|
4.6K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
339New |
$14.6K - $15.9K
|
339
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3New |
$129 - $141
|
3
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.02K- 28.11% |
$86.7K - $94.6K
|
5.15K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.91KNew |
$125K - $137K
|
2.91K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-61.5K- 99.1% |
$2.65M - $2.88M
|
557
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
28New |
$1.21K - $1.31K
|
28
$0
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$530 - $556
|
12
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-977- 16.73% |
$43.1K - $45.3K
|
4.86K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 6.87% |
$53.7K - $56.4K
|
16.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-153- 1.95% |
$6.76K - $7.09K
|
7.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
372New |
$16.4K - $17.2K
|
372
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
70New |
$3.09K - $3.25K
|
70
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-112- 2.26% |
$4.95K - $5.19K
|
4.85K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.34K+ 9.84% |
$236K - $248K
|
59.6K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-8.13K- 0.54% |
$359K - $377K
|
1.51M
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-44- 0.71% |
$1.94K - $2.04K
|
6.19K
$0
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
47New |
$0 - $2.23K
|
47
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
10.4KNew |
$0 - $493K
|
10.4K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.77K+ 22.37% |
$0 - $179K
|
20.6K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
131+ 3.06% |
$0 - $6.21K
|
4.41K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.37% |
$0 - $47.4
|
74
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.66KNew |
$212K - $222K
|
4.66K
$0
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
165New |
$7.49K - $7.85K
|
165
$0
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.29KNew |
$195K - $204K
|
4.29K
$0
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
93New |
$4.22K - $4.42K
|
93
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49New |
$2.23K - $2.33K
|
49
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
4.16KNew |
$189K - $198K
|
4.16K
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.1K- 18.33% |
$50K - $52.3K
|
4.9K
$0
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
423+ 0.91% |
$18.8K - $19.9K
|
46.7K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 10.53% |
$891 - $942
|
210
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
73.4KNew |
$3.27M - $3.45M
|
73.4K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-12.7K- 43.94% |
$564K - $596K
|
16.2K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-142- 2.9% |
$6.32K - $6.69K
|
4.75K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-30- 30.0% |
$1.34K - $1.41K
|
70
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
88New |
$3.92K - $4.14K
|
88
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-171K- 96.31% |
$7.6M - $8.04M
|
6.54K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.28K- 6.98% |
$101K - $107K
|
30.3K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
47.5KNew |
$2.12M - $2.24M
|
47.5K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-408K- 98.35% |
$18.2M - $19.2M
|
6.84K
$0
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
90New |
N/A
|
90
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-641- 9.02% |
N/A
|
6.46K
$0
|
|