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 97 institutions that hold shares in the stock, with a total of 22.5 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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
9,428
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
9,275
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 43.17%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
8,741
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
7,860
shares
|
$0
0.15% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
7,787
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 50.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,779
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,137
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 40.35%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,647
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
6,633
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
6,600
shares
|
$0
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,463
shares
|
$0
0.03% of portfolio
|
Q3 2022
Reduced 9.02%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
6,074
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
5,835
shares
|
$0
0.09% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,829
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,725
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 24.94%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
5,540
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,127
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
5,101
shares
|
$0
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
4,721
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,854
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,966
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,825
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.85%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,739
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,423
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 659.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,849
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.59%
|