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 |
|---|---|---|---|---|---|---|---|
|
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 | |||||||
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
73.4KNew |
$3.27M - $3.45M
|
73.4K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 10.53% |
$891 - $942
|
210
$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
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
408KNew |
N/A
|
408K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-641- 9.02% |
N/A
|
6.46K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.5K- 20.84% |
N/A
|
5.7K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7+ 0.13% |
N/A
|
5.42K
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-92- 1.05% |
N/A
|
8.69K
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
29.5KNew |
N/A
|
29.5K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-111KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25New |
N/A
|
25
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.76KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-36.8KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.17KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-7.65KClosed |
N/A
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-46.3KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-890Closed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-163Closed |
N/A
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
58.8KNew |
N/A
|
58.8K
$0
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-3.84KClosed |
N/A
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.9KClosed |
N/A
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-235Closed |
N/A
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-58.9KClosed |
N/A
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-20.1KClosed |
N/A
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-165K- 98.68% |
N/A
|
2.21K
$0
|
|
| Q4 2021 | |||||||
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-10.9KClosed |
N/A
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-259Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-105KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
4.36KNew |
N/A
|
4.36K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-65.4KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.74KClosed |
N/A
|
0
$0
|
|