Institutional Ownership Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
44,941
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
44,170
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
39,631
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 25.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
35,801
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 61.04%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
32,050
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 93.42%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
30,832
shares
|
$0
0.27% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
28,111
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
27,451
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
27,120
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
20,766
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
20,641
shares
|
$0
0.56% of portfolio
|
Q1 2025
Added 54.46%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
19,863
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
18,721
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 30.18%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
17,659
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 202.95%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
17,030
shares
|
$0
0.46% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,128
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
14,127
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
14,091
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,924
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 47.49%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
13,165
shares
|
$0
0.33% of portfolio
|
Q1 2025
Added 158.09%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
13,074
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 31.38%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
12,091
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
11,834
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
11,526
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 26.08%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
10,625
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 23.97%
|