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
LPL Financial 2.2M $102M 4% Mar 2026
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Bsc Private Wealth Management 1.2M $56M 8% Mar 2026
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Envestnet Asset Management 898k $41M 6% Mar 2026
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Janney Montgomery Scott 572k $26M -2% Mar 2026
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Apella Capital 345k $16M -6% Mar 2026
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Wealth Alliance Advisory Group 322k $15M 14% Mar 2026
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Cambridge Investment Research Advisors 291k $13M -1% Mar 2026
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Morgan Stanley 249k $16M 10% Mar 2026
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Cetera Investment Advisers 221k $10M -2% Mar 2026
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Heck Capital Advisors 218k $10M 1% Mar 2026
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Tradition Wealth Management 211k $9.8M 6% Dec 2025
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HighTower Advisors 169k $7.8M 0% Mar 2026
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CWM 122k $5.7M 10% Dec 2025
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Park Avenue Securities 113k $5.2M -1% Mar 2026
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Kestra Advisory Services 86k $4.0M -7% Mar 2026
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Bank of America Corporation 74k $3.4M 100% Mar 2026
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Jane Street 72k $3.3M -83% Mar 2026
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Kelly Financial Group 68k $3.1M -1% Mar 2026
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Advisor Group Holdings 65k $3.0M -23% Dec 2025
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Garrett Investment Advisors 60k $2.8M -7% Mar 2026
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Triad Wealth Partners 58k $2.7M -1% Mar 2026
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Ascent Group 57k $2.6M 6% Dec 2025
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Susquehanna International 50k $2.3M 149% Dec 2025
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Bailard 48k $2.2M -14% Mar 2026
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ACT Advisors 46k $2.1M 2% Mar 2026
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Great Valley Advisor Group 41k $1.9M 32% Mar 2026
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Legacy Private Trust 41k $1.9M 0% Mar 2026
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Independent Wealth Network 39k $1.8M 100% Mar 2026
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Citadel Advisors 37k $1.7M -42% Mar 2026
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Kovack Advisors 35k $1.6M 0% Mar 2026
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Mml Investors Services 32k $1.5M -27% Mar 2026
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Golden State Equity Partners 30k $1.4M 100% Mar 2026
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Arlington Financial Advisors 27k $1.3M 54% Mar 2026
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Strategic Financial Concepts 27k $1.3M 20% Mar 2026
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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 -1% Mar 2026
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Sharkey, Howes & Javer 23k $1.1M -41% Mar 2026
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Cobblestone Asset Management 19k $865k -4% Mar 2026
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Geneos Wealth Management 18k $831k -17% Mar 2026
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MN Wealth Advisors 18k $819k 16% Mar 2026
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Berger Financial Group 17k $800k -21% Mar 2026
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Integrated Wealth Concepts 16k $750k 67% Mar 2026
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Commonwealth Equity Services 14k $658k -9% Mar 2026
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Northbridge Financial Group 14k $623k -3% Mar 2026
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Wagner Bowman Management 12k $570k 100% Mar 2026
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Alpha Omega Wealth Management 12k $562k 0% Mar 2026
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Founders Financial Alliance 12k $561k 240% Mar 2026
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Prime Capital Investment Advisors 12k $548k 100% Mar 2026
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Twin Peaks Wealth Advisors 12k $538k -5% Mar 2026
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Avestar Capital 11k $502k 10% Mar 2026
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Envestnet Portfolio Solutions 11k $485k -1% Mar 2026
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Shelter Mutual Insurance Company 10k $480k 0% Mar 2026
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Elevation Wealth Management 10k $466k 100% Mar 2026
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5T Wealth 9.3k $431k 4% Mar 2026
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Sutton Place Investors 9.1k $419k 2% Mar 2026
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Ascension Capital Advisors 8.5k $392k 100% Mar 2026
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Perigon Wealth Management 8.3k $383k 0% Mar 2026
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Cary Street Partner Investment Advisory 8.3k $381k 34% Mar 2026
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Intl Fcstone 8.0k $367k 39% Mar 2026
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Miracle Mile Advisors 7.6k $351k 0% Mar 2026
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Plan Group Financial 7.3k $338k 1% Mar 2026
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Stephens 7.0k $325k -1% Mar 2026
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Perennial Investment Advisors 6.6k $306k 1% Mar 2026
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Ignite Planners 6.6k $304k -2% Mar 2026
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Change Path 6.1k $283k 0% Mar 2026
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Brian McDonald 5.8k $270k -2% Dec 2025
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Fifth Third Bancorp 5.7k $263k 100% Mar 2026
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Private Advisor 5.4k $247k 0% Mar 2026
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Sanctuary Advisors 5.2k $239k 0% Mar 2026
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Bright Futures Wealth Management 5.1k $234k 100% Mar 2026
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Bensler 4.9k $226k 0% Mar 2026
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Nicolet Advisory Services 4.8k $225k -80% Dec 2025
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We Are One Seven 4.8k $221k -15% Dec 2025
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IFP Advisors 4.7k $218k 11% Mar 2026
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Bouchey Financial 4.7k $218k 0% Mar 2026
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Fonville Wealth Management 4.7k $215k -3% Mar 2026
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Steward Partners Investment Advisory 4.6k $212k 11% Mar 2026
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Atria Investments 4.5k $207k -17% Mar 2026
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Global Retirement Partners 3.7k $171k -55% Dec 2025
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Private Trust Co Na 3.7k $170k 0% Mar 2026
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Rosenberg Matthew Hamilton 3.0k $138k -4% Mar 2026
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Ashton Thomas Securities 2.9k $132k 100% Mar 2026
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Us Bancorp 2.2k $101k 0% Dec 2025
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Royal Bank of Canada 2.2k $102k 514% Mar 2026
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Hanson McClain Advisors 2.1k $97k -4% Dec 2025
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Western Wealth Management 1.5k $68k 100% Mar 2026
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National Bank Of Canada /fi/ 1.3k $62k 100% Dec 2025
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Larson Financial Group 982.00 $46k 100% Dec 2025
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Cornerstone Planning Group 633.00 $29k 100% Mar 2026
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LGT Financial Advisors 614.00 $28k -1% Mar 2026
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Sunbelt Securities 581.00 $27k -18% Mar 2026
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Farther Finance Advisors 555.00 $26k -13% Mar 2026
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Team Financial Group 430.00 $20k 100% Mar 2026
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Clarity Asset Management 414.00 $19k 1% Mar 2026
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UBS Group 385.00 $18k 38400% Mar 2026
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Strategic Wealth Partners 360.00 $17k 0% Mar 2026
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FMR 313.00 $15k -2% Dec 2025
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Bartlett & Co. Wealth Management 274.00 $13k 0% Mar 2026
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Capital Analysts 270.00 $12k 100% Mar 2026
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Ashton Thomas Private Wealth 264.00 $12k 100% Mar 2026
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Transamerica Financial Advisors 256.00 $12k -93% Mar 2026
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Bank Of Montreal 237.00 $11k 100% Mar 2026
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Whittier Trust Co. of Nevada 197.00 $9.1k 0% Mar 2026
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Vanguard Advisers 146.00 $6.7k 100% Mar 2026
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Assetmark 145.00 $6.7k 0% Mar 2026
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Lodestone Wealth Management 136.00 $6.3k 1% Mar 2026
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Key FInancial 93.00 $4.3k 0% Mar 2026
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Northwestern Mutual Wealth Management Company 93.00 $4.3k 0% Mar 2026
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Spire Wealth Management 80.00 $3.7k 14% Mar 2026
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Central Trust & Investment 25.00 $1.2k -71% Mar 2026
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Wells Fargo & Company 22.00 $1.0k -99% Mar 2026
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SBI Securities 9.00 $414.999900 -10% Mar 2026
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Harbour Investments 1.00 $46.000000 0% Mar 2026
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EverSource Wealth Advisors 1.00 $26.000000 0% Mar 2026
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Who sold out of JP Morgan US Aggregate Bond?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 4.9M $230M
Goldman Sachs Group Dec 2025 62k $2.9M
Flow Traders US Dec 2025 58k $2.7M
Continuum Wealth Advisors Dec 2025 9.2k $427k
Mercer Global Advisors Dec 2025 7.5k $348k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Dec 2025 6.6k $305k
J.w. Cole Advisors Dec 2025 5.7k $265k
Hennion & Walsh Asset Management Dec 2025 4.5k $207k
Advisory Services Network Sep 2025 1.4k $64k
GGM Financials Dec 2025 1.2k $56k
Cary Street Partners Financial Dec 2025 1.1k $53k
Fairway Wealth Dec 2025 743.00 $35k
AE Wealth Management Dec 2025 662.00 $31k