Purchases and Sales Made in Q4 2023 in Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
999K+ 4.57% |
$43M - $46.9M
|
22.9M
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
296K+ 246.5% |
$12.8M - $13.9M
|
416K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.2K+ 29.62% |
$4.1M - $4.47M
|
416K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
93K+ 57.56% |
$4M - $4.37M
|
255K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
25.9KNew |
$1.12M - $1.22M
|
25.9K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
25.7K+ 10.19% |
$1.11M - $1.21M
|
278K
$0
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
21.1K+ 8.68% |
$907K - $988K
|
264K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
16.7K+ 135.44% |
$720K - $785K
|
29.1K
$0
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
15.5KNew |
$666K - $726K
|
15.5K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
13.4K+ 5.7% |
$575K - $627K
|
248K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11.7K+ 3.09% |
$502K - $548K
|
389K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.12K+ 47.39% |
$393K - $428K
|
28.4K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.07KNew |
$304K - $332K
|
7.07K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.38K+ 84.12% |
$275K - $300K
|
14K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
4.74KNew |
$204K - $223K
|
4.74K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$198K - $216K
|
4.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.52KNew |
$195K - $212K
|
4.52K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.89K+ 40.43% |
$167K - $183K
|
13.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.58K+ 39.91% |
$154K - $168K
|
12.5K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.91KNew |
$125K - $137K
|
2.91K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.76K+ 89.54% |
$75.9K - $82.8K
|
3.73K
$0
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.35KNew |
$58.2K - $63.4K
|
1.35K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 13.77% |
$53.6K - $58.5K
|
10.3K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.14K+ 2.82% |
$49.2K - $53.6K
|
41.6K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
717New |
$30.9K - $33.7K
|
717
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
692+ 17.01% |
$29.8K - $32.5K
|
4.76K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
669New |
$28.8K - $31.4K
|
669
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
586+ 9.35% |
$25.2K - $27.5K
|
6.86K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
491+ 5.59% |
$21.1K - $23K
|
9.28K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
339New |
$14.6K - $15.9K
|
339
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
302New |
$13K - $14.2K
|
302
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
106+ 10600.0% |
$4.56K - $4.98K
|
107
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
28New |
$1.21K - $1.31K
|
28
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
5+ 6.94% |
$215 - $235
|
77
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3New |
$129 - $141
|
3
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3+ 0.1% |
$129 - $141
|
2.91K
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$43.1 - $46.9
|
1
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.02% |
$86.1 - $93.9
|
10.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-140- 0.67% |
$6.03K - $6.57K
|
20.6K
$0
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-148- 1.69% |
$6.37K - $6.95K
|
8.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-205- 5.29% |
$8.83K - $9.62K
|
3.67K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-227- 2.69% |
$9.77K - $10.7K
|
8.2K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-244- 11.89% |
$10.5K - $11.5K
|
1.81K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-300- 3.89% |
$12.9K - $14.1K
|
7.42K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-340- 2.56% |
$14.6K - $16K
|
13K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-351- 83.57% |
$15.1K - $16.5K
|
69
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-518- 9.28% |
$22.3K - $24.3K
|
5.07K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-691- 24.03% |
$29.7K - $32.4K
|
2.18K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-699- 1.28% |
$30.1K - $32.8K
|
53.8K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-730- 0.8% |
$31.4K - $34.3K
|
90.6K
$0
|