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 105 institutions that hold shares in the stock, with a total of 16.4 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 |
|---|---|---|---|---|---|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
45,250
shares
|
$0
0.27% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
42,499
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
41,296
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 3.53%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
38,519
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 45.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
38,408
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
27,137
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 11.79%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
26,876
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 26.39%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
24,825
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
24,624
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
23,851
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
20,331
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 38.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
20,111
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 21.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
19,588
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 52.48%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
19,543
shares
|
$0
0.41% of portfolio
|
Q4 2025
Added 5.36%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
17,696
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 27.36%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
15,326
shares
|
$0
0.38% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
14,632
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,126
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,924
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 47.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,951
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 21.36%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
12,799
shares
|
$0
0.2% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
12,021
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
11,784
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
10,662
shares
|
$0
0.22% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
10,400
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|