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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-900- 7.81% |
$38.7K - $42.2K
|
10.6K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-973- 67.29% |
$41.9K - $45.7K
|
473
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1K- 1.69% |
$43.2K - $47.1K
|
58.2K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 0.36% |
$59K - $64.4K
|
382K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.83K- 26.57% |
$78.7K - $85.8K
|
5.05K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.95K- 13.29% |
$83.8K - $91.4K
|
12.7K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.02K- 28.11% |
$86.7K - $94.6K
|
5.15K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.08K- 30.75% |
$89.4K - $97.4K
|
4.68K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.21K- 0.22% |
$95.2K - $104K
|
986K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.65K- 30.12% |
$114K - $124K
|
6.14K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-2.78K- 4.58% |
$119K - $130K
|
57.9K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.02K- 23.66% |
$173K - $189K
|
13K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.67K- 16.17% |
$201K - $219K
|
24.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.86K- 28.51% |
$209K - $228K
|
12.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.25K- 15.13% |
$226K - $247K
|
29.5K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-6.01K- 10.08% |
$259K - $282K
|
53.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.4K- 9.06% |
$318K - $347K
|
74.3K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.38K- 5.24% |
$361K - $393K
|
152K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-9.41K- 25.09% |
$405K - $442K
|
28.1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.6K- 28.95% |
$457K - $498K
|
26K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.8K- 22.83% |
$552K - $602K
|
43.3K
$0
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-13.3K- 11.13% |
$571K - $622K
|
106K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14K- 25.94% |
$603K - $657K
|
40K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.7K- 25.17% |
$977K - $1.07M
|
67.5K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-25.9K- 23.6% |
$1.12M - $1.22M
|
83.9K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-38.8K- 47.83% |
$1.67M - $1.82M
|
42.3K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-50.8K- 29.05% |
$2.19M - $2.39M
|
124K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-61.5K- 99.1% |
$2.65M - $2.88M
|
557
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-139K- 30.82% |
$6.01M - $6.55M
|
313K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-299K- 28.11% |
$12.9M - $14M
|
764K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-326K- 28.73% |
$14.1M - $15.3M
|
810K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-627K- 24.58% |
$27M - $29.4M
|
1.93M
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-630K- 72.16% |
$27.1M - $29.6M
|
243K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-765K- 95.54% |
$32.9M - $35.9M
|
35.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-785K- 90.15% |
$33.8M - $36.9M
|
85.8K
$0
|