Purchases and Sales Made in Q4 2025 in Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG) during Q4 2025. 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 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
25K+ 13.03% |
N/A
|
216K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.8K+ 27.36% |
N/A
|
17.7K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.26K+ 6.1% |
N/A
|
56.7K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.86K+ 11.79% |
N/A
|
27.1K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.66K+ 0.73% |
N/A
|
369K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
994+ 5.36% |
N/A
|
19.5K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
135New |
N/A
|
135
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
26+ 59.09% |
N/A
|
70
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5+ 0.06% |
N/A
|
8.93K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1- 0.02% |
N/A
|
4.72K
$0
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 0.77% |
N/A
|
3.1K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29- 0.65% |
N/A
|
4.46K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-520- 1.13% |
N/A
|
45.6K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-828- 9.07% |
N/A
|
8.3K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.51K- 3.53% |
N/A
|
41.3K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.86K- 2.77% |
N/A
|
65.2K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-19.3K- 45.32% |
N/A
|
23.2K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-32.2K- 45.53% |
N/A
|
38.5K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-109K- 48.71% |
N/A
|
114K
$0
|
|