Who owns JP Morgan US Aggregate Bond?

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Analyze quarterly positions in JP Morgan US Aggregate Bond with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of JP Morgan US Aggregate Bond stock

Who bought or sold JP Morgan US Aggregate Bond this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Jpmorgan Chase & Co 4.9M $230M -12% Sep 2025
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LPL Financial 3.7M $172M -1% Sep 2025
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Envestnet Asset Management 1.6M $77M 3% Sep 2025
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Bsc Private Wealth Management 1.0M $49M 7% Sep 2025
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Cambridge Investment Research Advisors 679k $32M 1% Sep 2025
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Janney Montgomery Scott 591k $28M 11% Sep 2025
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Cetera Investment Advisers 431k $20M 14% Sep 2025
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Apella Capital 366k $17M 246% Sep 2025
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Iron Horse Wealth Management 341k $16M 1% Jun 2025
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Morgan Stanley 295k $19M 100% Jun 2025
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Wealth Alliance Advisory Group 262k $12M 2% Sep 2025
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Park Avenue Securities 223k $10M 0% Sep 2025
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Tradition Wealth Management 200k $9.3M 715% Sep 2025
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Heck Capital Advisors 192k $8.9M 11% Sep 2025
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HighTower Advisors 174k $8.1M -2% Sep 2025
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CWM 111k $5.2M 26% Sep 2025
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Mml Investors Services 95k $4.4M -1% Sep 2025
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Advisor Group Holdings 85k $4.0M -3% Sep 2025
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Sharkey, Howes & Javer 71k $3.3M -63% Sep 2025
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Goldman Sachs Group 70k $3.3M 254% Sep 2025
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Kelly Financial Group 69k $3.2M -3% Sep 2025
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Garrett Investment Advisors 67k $3.1M -45% Sep 2025
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Ascent Group 54k $2.5M 299% Sep 2025
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Bailard 53k $2.4M 12% Sep 2025
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ACT Advisors 46k $2.2M 1% Sep 2025
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Triad Wealth Partners 45k $2.1M -5% Sep 2025
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Legacy Private Trust 43k $2.0M -4% Sep 2025
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Lockerman Financial Group 43k $2.0M 0% Sep 2025
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Great Valley Advisor Group 27k $1.3M 26% Sep 2025
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Integrated Wealth Concepts 25k $1.2M 27% Sep 2025
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Berger Financial Group 25k $1.1M -10% Sep 2025
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ORG Partners 24k $1.1M 77% Sep 2025
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Nicolet Advisory Services 24k $1.1M -7% Sep 2025
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Geneos Wealth Management 20k $949k 39% Sep 2025
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Susquehanna International 20k $939k -21% Sep 2025
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Raymond James Financial 20k $914k 52% Sep 2025
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Cobblestone Asset Management 19k $866k -9% Sep 2025
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MN Wealth Advisors 15k $715k -6% Sep 2025
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Envestnet Portfolio Solutions 15k $683k 32% Sep 2025
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Commonwealth Equity Services 14k $659k -5% Sep 2025
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Arlington Financial Advisors 14k $649k 100% Sep 2025
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Mercer Global Advisors 13k $604k -21% Sep 2025
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Twin Peaks Wealth Advisors 13k $597k 12% Sep 2025
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Alpha Omega Wealth Management 12k $561k 1% Sep 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12k $550k 100% Sep 2025
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5T Wealth 11k $498k 5% Sep 2025
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Shelter Mutual Insurance Company 10k $485k 0% Sep 2025
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Continuum Wealth Advisors 9.5k $444k -15% Sep 2025
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Avestar Capital 9.4k $440k 0% Sep 2025
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Blue Oak Capital 9.3k $431k -2% Jun 2025
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Perigon Wealth Management 9.1k $426k -6% Sep 2025
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Sutton Place Investors 8.9k $417k 11% Sep 2025
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J.w. Cole Advisors 8.7k $404k 12% Sep 2025
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Global Retirement Partners 8.2k $383k 26% Sep 2025
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Stephens 7.8k $363k 0% Sep 2025
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Miracle Mile Advisors 7.7k $361k 100% Sep 2025
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Private Trust Co Na 7.0k $327k 0% Sep 2025
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Perennial Investment Advisors 6.9k $323k -1% Sep 2025
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Strategic Financial Concepts 6.8k $318k -20% Sep 2025
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Change Path 6.6k $308k -39% Sep 2025
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IFP Advisors 6.6k $308k 22% Sep 2025
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Brian McDonald 5.9k $275k -1% Sep 2025
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Transamerica Financial Advisors 5.8k $272k 100% Sep 2025
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Atria Investments 5.7k $268k -11% Sep 2025
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Gladstone Institutional Advisory 5.6k $261k -1% Sep 2025
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We Are One Seven 5.6k $260k 100% Sep 2025
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Fonville Wealth Management 5.4k $251k -8% Sep 2025
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Ignite Planners 5.4k $250k 12% Sep 2025
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Private Advisor 5.3k $249k 0% Sep 2025
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Bensler 5.2k $244k -2% Sep 2025
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Plan Group Financial 4.8k $223k 100% Sep 2025
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Bouchey Financial 4.7k $220k 0% Sep 2025
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Hennion & Walsh Asset Management 4.5k $209k -38% Sep 2025
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Steward Partners Investment Advisory 3.8k $179k -18% Sep 2025
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UBS Group 3.2k $150k 100% Sep 2025
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Rosenberg Matthew Hamilton 3.1k $146k -11% Sep 2025
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Wells Fargo & Company 3.0k $138k 100% Sep 2025
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Us Bancorp 2.2k $102k 0% Sep 2025
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Hanson McClain Advisors 2.2k $101k -18% Sep 2025
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Advisory Services Network 1.4k $64k 100% Sep 2025
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GGM Financials 1.3k $61k 100% Sep 2025
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Farther Finance Advisors 998.00 $47k 0% Sep 2025
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Sunbelt Securities 711.00 $33k 0% Sep 2025
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LGT Financial Advisors 439.00 $21k 12% Sep 2025
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Clarity Asset Management 406.00 $19k 1% Sep 2025
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Royal Bank of Canada 355.00 $16k -3% Sep 2025
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FMR 319.00 $15k -19% Sep 2025
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Bartlett & Co. Wealth Management 274.00 $13k 0% Sep 2025
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Bank Of Montreal 237.00 $11k 100% Jun 2025
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Central Trust & Investment 222.00 $10k 0% Sep 2025
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Whittier Trust Co. of Nevada 197.00 $9.2k 0% Sep 2025
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Assetmark 145.00 $6.8k 100% Sep 2025
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Northwestern Mutual Wealth Management Company 102.00 $4.8k -14% Sep 2025
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Key FInancial 93.00 $4.3k 0% Sep 2025
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Spire Wealth Management 44.00 $2.1k 16% Sep 2025
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AE Wealth Management 19.00 $889.999900 0% Sep 2025
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SBI Securities 12.00 $560.000400 71% Sep 2025
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Harbour Investments 1.00 $47.000000 0% Sep 2025
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Who sold out of JP Morgan US Aggregate Bond?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Jun 2025 196k $9.1M
Citadel Advisors Jun 2025 107k $4.9M
Flow Traders US Jun 2025 26k $1.2M
Old Mission Capital Jun 2025 25k $1.2M
RMR Wealth Builders Jun 2025 21k $970k
Hrt Financial Jun 2025 13k $575k
Gts Securities Jun 2025 6.9k $320k
Wealth Enhancement Advisory Services Jun 2025 6.6k $303k
Signature Securities Group Corporation Jun 2025 4.6k $212k
Total Investment Management Jun 2025 374.00 $17k
Ameritas Advisory Services Jun 2025 49.00 $2.3k
CoreCap Advisors Jun 2025 4.00 $185.000000