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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
10,494
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 125.58%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
10,400
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
10,014
shares
|
$0
0.21% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
9,428
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
8,409
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
8,368
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 54.45%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
7,485
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,806
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,790
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,540
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
6,522
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 56.32%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,463
shares
|
$0
0.03% of portfolio
|
Q3 2022
Reduced 9.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
6,043
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
5,846
shares
|
$0
0.08% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,710
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
5,604
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
5,540
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,379
shares
|
$0
0.14% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,797
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 69.81%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
4,721
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
4,683
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,397
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.09%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,966
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,492
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,977
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 33.49%
|