Purchases and Sales Made in Q2 2024 in Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-361- 8.98% |
N/A
|
3.66K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-435- 8.54% |
N/A
|
4.66K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-461- 10.12% |
N/A
|
4.1K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-509- 92.71% |
N/A
|
40
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-716- 1.41% |
N/A
|
50.2K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-737- 12.78% |
N/A
|
5.03K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-790- 7.39% |
N/A
|
9.9K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15K- 0.47% |
N/A
|
244K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 4.54% |
N/A
|
25.5K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.95K- 10.01% |
N/A
|
17.6K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.98K- 6.96% |
N/A
|
26.5K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2.06K- 9.06% |
N/A
|
20.6K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.16K- 96.22% |
N/A
|
85
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.18K- 8.24% |
N/A
|
24.2K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-2.39K- 11.17% |
N/A
|
19K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.48K- 7.39% |
N/A
|
31K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.81K- 7.08% |
N/A
|
36.8K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.95K- 27.88% |
N/A
|
7.63K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.21K- 66.0% |
N/A
|
1.65K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.32K- 85.78% |
N/A
|
550
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.43K- 3.35% |
N/A
|
98.7K
$0
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.79K- 4.11% |
N/A
|
182K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.05K- 9.97% |
N/A
|
72.7K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.99K- 1.43% |
N/A
|
686K
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-10.6K- 60.32% |
N/A
|
6.99K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.6K- 24.39% |
N/A
|
42.1K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-18.1K- 22.76% |
N/A
|
61.6K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-26.5K- 42.17% |
N/A
|
36.4K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.2K- 23.66% |
N/A
|
120K
$0
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.2K- 23.66% |
N/A
|
120K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-42.7K- 78.89% |
N/A
|
11.4K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.5K- 2.66% |
N/A
|
1.63M
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-47.9K- 88.15% |
N/A
|
6.44K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-79.4K- 21.76% |
N/A
|
286K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.05M- 99.43% |
N/A
|
11.8K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.3M- 25.05% |
N/A
|
12.9M
$0
|