JP Morgan US Aggregate Bond shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of JP Morgan US Aggregate Bond (BBAG) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in JP Morgan US Aggregate Bond
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Quarterly reported holdings in JP Morgan US Aggregate Bond by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $236k | 5.2k | 45.87 |
| 2023-12-31 | $240k | 5.2k | 46.53 |
| 2023-09-30 | $317k | 7.2k | 44.23 |
| 2023-06-30 | $350k | 7.6k | 46.18 |
| 2023-03-31 | $481k | 10k | 46.95 |
| 2022-12-31 | $609k | 13k | 45.79 |
| 2022-09-30 | $750k | 17k | 45.53 |
| 2022-06-30 | $807k | 17k | 48.00 |
| 2021-12-31 | $990k | 18k | 53.96 |
| 2021-09-30 | $1.1M | 20k | 54.26 |