Purchases and Sales Made in Q2 2023 in Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG) during Q2 2023. The information is specifically focused on institutions that hold shares of JPMORGAN TR US AGGREGATE BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.19M+ 32.09% |
$0 - $293M
|
25.5M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.3M+ 8409.61% |
$0 - $204M
|
4.35M
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
355KNew |
$0 - $16.8M
|
355K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
237K+ 733.65% |
$0 - $11.2M
|
269K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
131K+ 284.22% |
$0 - $6.19M
|
177K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
120K+ 1024.34% |
$0 - $5.67M
|
131K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98.9K+ 2.72% |
$0 - $4.69M
|
3.74M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
59.6K+ 158.62% |
$0 - $2.83M
|
97.2K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
54K+ 184.25% |
$0 - $2.56M
|
83.3K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
40.2K+ 8.57% |
$0 - $1.91M
|
510K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.5K+ 4.08% |
$0 - $1.4M
|
751K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.5KNew |
$0 - $1.31M
|
27.5K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26.3K+ 110.93% |
$0 - $1.25M
|
50K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 6.24% |
$0 - $868K
|
312K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15K+ 7.25% |
$0 - $711K
|
222K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13.7K+ 1.45% |
$0 - $651K
|
961K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
10.4KNew |
$0 - $493K
|
10.4K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
6.68KNew |
$0 - $317K
|
6.68K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.23KNew |
$0 - $295K
|
6.23K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.2KNew |
$0 - $246K
|
5.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.79KNew |
$0 - $179K
|
3.79K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.77K+ 22.37% |
$0 - $179K
|
20.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.35K+ 136.12% |
$0 - $159K
|
5.81K
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.88KNew |
$0 - $136K
|
2.88K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.72K+ 31.27% |
$0 - $129K
|
11.4K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.71K+ 2.72% |
$0 - $128K
|
102K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.41KNew |
$0 - $114K
|
2.41K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.3K+ 14.88% |
$0 - $109K
|
17.8K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.02K+ 4.01% |
$0 - $95.8K
|
52.5K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.65K+ 3.6% |
$0 - $78K
|
47.4K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
718+ 1.35% |
$0 - $34K
|
53.8K
$0
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
691+ 31.64% |
$0 - $32.8K
|
2.88K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
634+ 1.61% |
$0 - $30.1K
|
40K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
390+ 0.72% |
$0 - $18.5K
|
54.3K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
202+ 2.93% |
$0 - $9.57K
|
7.1K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
131+ 3.06% |
$0 - $6.21K
|
4.41K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
70New |
$0 - $3.32K
|
70
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
47New |
$0 - $2.23K
|
47
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
30+ 0.22% |
$0 - $1.42K
|
13.5K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.37% |
$0 - $47.4
|
74
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 0.19% |
$0 - $237
|
2.62K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-18- 0.36% |
$0 - $853
|
4.96K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-34- 0.24% |
$0 - $1.61K
|
14K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-74- 0.66% |
$0 - $3.51K
|
11.1K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-123- 1.44% |
$0 - $5.83K
|
8.43K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-128- 1.05% |
$0 - $6.07K
|
12.1K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-131- 2.17% |
$0 - $6.21K
|
5.91K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-273- 2.42% |
$0 - $12.9K
|
11K
$0
|