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 100% Sep 2025
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LPL Financial 2.1M $98M -42% Dec 2025
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Bsc Private Wealth Management 1.1M $51M 6% Dec 2025
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Envestnet Asset Management 851k $40M -48% Dec 2025
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Janney Montgomery Scott 586k $27M -1% Dec 2025
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Jane Street 413k $19M 100% Dec 2025
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Apella Capital 369k $17M 1% Dec 2025
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Cambridge Investment Research Advisors 294k $14M -57% Dec 2025
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Wealth Alliance Advisory Group 282k $13M 8% Dec 2025
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Cetera Investment Advisers 225k $10M -48% Dec 2025
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Heck Capital Advisors 217k $10M 13% Dec 2025
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Tradition Wealth Management 211k $9.8M 6% Dec 2025
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HighTower Advisors 169k $7.8M -3% Dec 2025
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CWM 122k $5.7M 10% Dec 2025
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Park Avenue Securities 114k $5.3M -49% Dec 2025
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Kestra Advisory Services 93k $4.3M 100% Dec 2025
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Kelly Financial Group 68k $3.2M -1% Dec 2025
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Garrett Investment Advisors 65k $3.0M -3% Dec 2025
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Advisor Group Holdings 65k $3.0M -23% Dec 2025
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Goldman Sachs Group 62k $2.9M -11% Dec 2025
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Triad Wealth Partners 58k $2.7M 29% Dec 2025
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Flow Traders US 58k $2.7M 100% Dec 2025
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Ascent Group 57k $2.6M 6% Dec 2025
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Bailard 56k $2.6M 6% Dec 2025
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Susquehanna International 50k $2.3M 149% Dec 2025
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ACT Advisors 46k $2.1M -1% Dec 2025
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Mml Investors Services 44k $2.0M -54% Dec 2025
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Legacy Private Trust 41k $1.9M -4% Dec 2025
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Sharkey, Howes & Javer 39k $1.8M -46% Dec 2025
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Kovack Advisors 36k $1.6M 100% Dec 2025
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Great Valley Advisor Group 31k $1.5M 17% Dec 2025
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ORG Partners 27k $1.3M 12% Dec 2025
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Raymond James Financial 26k $1.2M 34% Dec 2025
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Lockerman Financial Group 23k $1.1M -45% Dec 2025
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Strategic Financial Concepts 23k $1.1M 235% Dec 2025
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Berger Financial Group 22k $1.0M -11% Dec 2025
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Geneos Wealth Management 22k $1.0M 7% Dec 2025
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Cobblestone Asset Management 20k $907k 5% Dec 2025
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Arlington Financial Advisors 18k $821k 27% Dec 2025
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Commonwealth Equity Services 16k $729k 11% Dec 2025
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MN Wealth Advisors 15k $711k 0% Dec 2025
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Northbridge Financial Group 14k $645k 100% Dec 2025
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Twin Peaks Wealth Advisors 12k $568k -4% Dec 2025
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Alpha Omega Wealth Management 12k $562k 1% Dec 2025
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Envestnet Portfolio Solutions 11k $490k -28% Dec 2025
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Shelter Mutual Insurance Company 10k $483k 0% Dec 2025
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Avestar Capital 9.9k $458k 5% Dec 2025
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Integrated Wealth Concepts 9.7k $450k -61% Dec 2025
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Continuum Wealth Advisors 9.2k $427k -3% Dec 2025
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5T Wealth 9.0k $418k -16% Dec 2025
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Sutton Place Investors 8.9k $415k 0% Dec 2025
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Perigon Wealth Management 8.3k $385k -9% Dec 2025
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Miracle Mile Advisors 7.6k $353k -2% Dec 2025
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Mercer Global Advisors 7.5k $348k -42% Dec 2025
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Plan Group Financial 7.2k $336k 51% Dec 2025
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Stephens 7.1k $331k -8% Dec 2025
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Ignite Planners 6.7k $311k 25% Dec 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6.6k $305k -44% Dec 2025
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Perennial Investment Advisors 6.5k $304k -5% Dec 2025
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Cary Street Partner Investment Advisory 6.2k $287k 100% Dec 2025
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Change Path 6.1k $284k -7% Dec 2025
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Brian McDonald 5.8k $270k -2% Dec 2025
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Intl Fcstone 5.7k $267k 100% Dec 2025
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J.w. Cole Advisors 5.7k $265k -34% Dec 2025
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Atria Investments 5.4k $251k -6% Dec 2025
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Private Advisor 5.3k $248k 0% Dec 2025
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Sanctuary Advisors 5.2k $240k 100% Dec 2025
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Bensler 4.9k $228k -6% Dec 2025
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Nicolet Advisory Services 4.8k $225k -80% Dec 2025
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Fonville Wealth Management 4.8k $222k -11% Dec 2025
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We Are One Seven 4.8k $221k -15% Dec 2025
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Bouchey Financial 4.7k $219k 0% Dec 2025
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Hennion & Walsh Asset Management 4.5k $207k -1% Dec 2025
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IFP Advisors 4.3k $198k -35% Dec 2025
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Steward Partners Investment Advisory 4.2k $193k 8% Dec 2025
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Transamerica Financial Advisors 3.8k $175k -36% Dec 2025
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Global Retirement Partners 3.7k $171k -55% Dec 2025
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Private Trust Co Na 3.7k $171k -47% Dec 2025
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Founders Financial Alliance 3.6k $166k 100% Dec 2025
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Rosenberg Matthew Hamilton 3.1k $144k -1% Dec 2025
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Wells Fargo & Company 2.3k $104k -24% Dec 2025
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Us Bancorp 2.2k $101k 0% Dec 2025
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Hanson McClain Advisors 2.1k $97k -4% Dec 2025
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National Bank Of Canada /fi/ 1.3k $62k 100% Dec 2025
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GGM Financials 1.2k $56k -8% Dec 2025
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Cary Street Partners Financial 1.1k $53k 100% Dec 2025
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Larson Financial Group 982.00 $46k 100% Dec 2025
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Fairway Wealth 743.00 $35k 100% Dec 2025
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Sunbelt Securities 711.00 $33k 0% Dec 2025
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AE Wealth Management 662.00 $31k 3384% Dec 2025
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Farther Finance Advisors 640.00 $30k -36% Dec 2025
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LGT Financial Advisors 619.00 $29k 41% Dec 2025
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Clarity Asset Management 410.00 $19k 1% Dec 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% Dec 2025
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Whittier Trust Co. of Nevada 197.00 $9.1k 0% Dec 2025
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Assetmark 145.00 $6.7k 0% Dec 2025
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Lodestone Wealth Management 135.00 $6.3k 100% Dec 2025
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Key FInancial 93.00 $4.3k 0% Dec 2025
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Northwestern Mutual Wealth Management Company 93.00 $4.3k -9% Dec 2025
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Central Trust & Investment 85.00 $3.9k -62% Dec 2025
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Spire Wealth Management 70.00 $3.2k 59% Dec 2025
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SBI Securities 10.00 $464.000000 -17% Dec 2025
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UBS Group 1.00 $46.000000 -100% Dec 2025
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EverSource Wealth Advisors 1.00 $26.000000 100% Dec 2025
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Harbour Investments 1.00 $46.000000 0% Dec 2025
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Who sold out of JP Morgan US Aggregate Bond?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Jun 2025 107k $4.9M
Gladstone Institutional Advisory Sep 2025 5.6k $261k
Advisory Services Network Sep 2025 1.4k $64k