Who owns JP Morgan US Aggregate Bond?
- Ticker: BBAG
- CUSIP Number: 46641q241
Tip: Access positions for across all investors
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 | 23M | $1.1B | 5% | Dec 2023 |
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| Bsc Private Wealth Management | 764k | $36M | -28% | Dec 2023 |
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| Iron Horse Wealth Management | 441k | $20M | 13% | Mar 2024 |
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| HighTower Advisors | 382k | $18M | 0% | Dec 2023 |
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| Garrett Investment Advisors | 365k | $17M | 38% | Mar 2024 |
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| Berger Financial Group | 365k | $17M | -63% | Mar 2024 |
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| Bensler | 278k | $13M | 10% | Dec 2023 |
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| Wealth Alliance Advisory Group | 267k | $12M | 8% | Mar 2024 |
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| Janney Montgomery Scott | 255k | $12M | 58% | Dec 2023 |
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| Cambridge Investment Research Advisors | 245k | $11M | -22% | Mar 2024 |
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| Sharkey, Howes & Javer | 244k | $11M | 61% | Mar 2024 |
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| Advisor Group Holdings | 243k | $11M | -72% | Dec 2023 |
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| Park Avenue Securities | 102k | $4.7M | -18% | Mar 2024 |
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| Steward Partners Investment Advisory | 91k | $4.2M | -1% | Dec 2023 |
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| Bank of America Corporation | 86k | $4.0M | -80% | Dec 2023 |
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| Apella Capital | 81k | $3.7M | -24% | Mar 2024 |
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| Legacy Private Trust | 80k | $3.7M | -5% | Mar 2024 |
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| Richard W. Paul & Associates | 58k | $2.7M | -2% | Dec 2023 |
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| Atria Investments | 54k | $2.5M | -1% | Dec 2023 |
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| ACT Advisors | 51k | $2.3M | -5% | Mar 2024 |
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| Bailard | 42k | $1.9M | 3% | Dec 2023 |
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| Mercer Global Advisors | 40k | $1.9M | -26% | Dec 2023 |
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| Jane Street | 36k | $1.7M | -96% | Dec 2023 |
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| Change Path | 30k | $1.4M | -15% | Dec 2023 |
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| Raymond James & Associates | 29k | $1.3M | -33% | Mar 2024 |
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| Flow Traders US | 28k | $1.3M | 47% | Dec 2023 |
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| Lockerman Financial Group | 23k | $1.0M | -19% | Mar 2024 |
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| Strategic Financial Concepts | 22k | $1.0M | 100% | Mar 2024 |
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| Cooper Financial Group | 18k | $808k | -70% | Mar 2024 |
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| True Vision MN | 16k | $722k | 100% | Dec 2023 |
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| Envestnet Portfolio Solutions | 14k | $650k | 100% | Dec 2023 |
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| Citadel Advisors | 14k | $629k | 40% | Dec 2023 |
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| Proequities | 13k | $605M | -24% | Dec 2023 |
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| Alpha Omega Wealth Management | 13k | $594k | 0% | Mar 2024 |
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| Hennion & Walsh Asset Management | 13k | $572k | 17% | Mar 2024 |
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| Gladstone Institutional Advisory | 12k | $567k | -29% | Dec 2023 |
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| Verus Capital Partners | 11k | $508k | 0% | Dec 2023 |
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| Shelter Mutual Insurance Company | 10k | $484k | 0% | Dec 2023 |
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| Transcend Wealth Collective | 10k | $479k | 14% | Dec 2023 |
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| Continuum Wealth Advisors | 9.3k | $432k | 6% | Dec 2023 |
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| Sutton Place Investors | 8.8k | $402k | 7% | Mar 2024 |
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| Cobblestone Asset Management | 8.0k | $366k | 68% | Mar 2024 |
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| Twin Peaks Wealth Advisors | 7.3k | $333k | 3% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 7.2k | $332k | 100% | Mar 2024 |
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| Private Advisor | 6.9k | $319k | 9% | Dec 2023 |
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| Fonville Wealth Management | 6.1k | $282k | 100% | Mar 2024 |
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| Beacon Financial Advisory | 5.2k | $240k | -28% | Dec 2023 |
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| Commonwealth Equity Services | 5.1k | $236k | -9% | Dec 2023 |
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| Global Retirement Partners | 4.9k | $223k | 30% | Mar 2024 |
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| Hanson McClain Advisors | 4.6k | $209k | -3% | Mar 2024 |
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| Private Trust Co Na | 4.0k | $185k | -20% | Mar 2024 |
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| Valley National Advisers | 4.0k | $184k | -16% | Mar 2024 |
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| Central Trust & Investment | 3.9k | $178k | -37% | Mar 2024 |
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| Farther Finance Advisors | 2.2k | $102k | -24% | Dec 2023 |
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| ICA Group Wealth Management | 1.4k | $63k | 100% | Dec 2023 |
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| IFP Advisors | 717.00 | $33k | 100% | Dec 2023 |
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| Sunbelt Securities | 669.00 | $31k | 0% | Mar 2024 |
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| GPS Wealth Strategies Group | 557.00 | $26k | -99% | Dec 2023 |
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| LGT Financial Advisors | 473.00 | $22k | -67% | Dec 2023 |
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| Advisory Services Network | 339.00 | $16k | 100% | Dec 2023 |
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| Bank Of Montreal | 237.00 | $11k | 0% | Dec 2023 |
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| Barrett & Company | 165.00 | $7.6k | 0% | Mar 2024 |
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| Wells Fargo & Company | 107.00 | $5.0k | 10600% | Dec 2023 |
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| Key FInancial | 93.00 | $4.3k | 0% | Dec 2023 |
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| Spire Wealth Management | 77.00 | $3.5k | 0% | Mar 2024 |
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| Sandy Spring Bank | 70.00 | $3.3k | 0% | Dec 2023 |
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| Royal Bank of Canada | 69.00 | $3.0k | -84% | Dec 2023 |
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| Creative Financial Designs | 28.00 | $1.3k | 100% | Dec 2023 |
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| Harbour Investments | 1.00 | $47.000000 | 100% | Dec 2023 |
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Who sold out of JP Morgan US Aggregate Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Symmetry Partner | Sep 2023 | 1.5M | $67M |
| AE Wealth Management | Sep 2023 | 60k | $2.6M |
| Kovack Advisors | Dec 2023 | 29k | $1.4M |
| Captrust Financial Advisors | Sep 2023 | 17k | $729k |
| Gallacher Capital Management | Sep 2023 | 7.7k | $340k |
| Acorn Financial Advisory Services | Sep 2023 | 6.2k | $274k |
| Beacon Pointe Advisors | Sep 2023 | 4.9k | $215k |
| Lodestone Wealth Management | Sep 2023 | 4.9k | $215k |
| Fifth Third Bancorp | Dec 2023 | 2.9k | $135k |
| UBS Group | Sep 2023 | 545.00 | $24k |
| Provence Wealth Management Group | Sep 2023 | 372.00 | $17k |
| Cranbrook Wealth Management | Dec 2023 | 3.00 | $140.000100 |