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JP Morgan US Aggregate Bond shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of JP Morgan US Aggregate Bond (BBAG) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in JP Morgan US Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including JP Morgan US Aggregate Bond held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JP Morgan US Aggregate Bond by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $630k 14k 45.87
2023-12-31 $650k 14k 46.53

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

Top funds holding JP Morgan US Aggregate Bond

Jpmorgan Chase & Co
Bsc Private Wealth Management
Iron Horse Wealth Management
Janney Montgomery Scott
HighTower Advisors
Garrett Investment Advisors
Berger Financial Group
Bensler
Wealth Alliance Advisory Group
Cambridge Investment Research Advisors
Sharkey, Howes & Javer
Advisor Group Holdings
Park Avenue Securities
Steward Partners Investment Advisory
Bank of America Corporation

View all funds holding JP Morgan US Aggregate Bond