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 $225M 100% Jun 2026
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Bsc Private Wealth Management 1.3M $59M 7% Jun 2026
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LPL Financial 744k $34M -66% Jun 2026
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Janney Montgomery Scott 616k $28M 8% Jun 2026
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Tradition Wealth Management 451k $21M 11% Jun 2026
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Heck Capital Advisors 256k $11M 8% Sep 2026
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Envestnet Asset Management 229k $11M -74% Jun 2026
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Apella Capital 218k $9.5M -32% Sep 2026
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HighTower Advisors 165k $7.6M -2% Jun 2026
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Cetera Investment Advisers 131k $6.0M -41% Jun 2026
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Citadel Advisors 111k $5.1M 202% Jun 2026
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Kestra Advisory Services 88k $4.0M 2% Jun 2026
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Bank of America Corporation 79k $3.6M 6% Jun 2026
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Cambridge Investment Research Advisors 67k $3.1M -77% Jun 2026
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Eagle Harbor Asset Management 67k $2.9M -2% Sep 2026
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Advisor Group Holdings 56k $2.6M 1% Jun 2026
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Bailard 54k $2.4M 12% Sep 2026
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Ascent Group 52k $2.3M -4% Sep 2026
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Arlington Financial Advisors 49k $2.1M 92% Sep 2026
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Garrett Investment Advisors 46k $2.0M -13% Sep 2026
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Great Valley Advisor Group 45k $2.1M 9% Jun 2026
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ACT Advisors 44k $1.9M -5% Sep 2026
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Independent Wealth Network 42k $1.8M 3% Sep 2026
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Kovack Advisors 34k $1.6M -3% Jun 2026
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Susquehanna International 34k $1.6M 553% Jun 2026
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Prime Capital Investment Advisors 31k $1.4M 33% Sep 2026
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Triad Wealth Partners 29k $1.3M -41% Sep 2026
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Legacy Private Trust 26k $1.1M -50% Sep 2026
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Rosenberg Matthew Hamilton 24k $1.0M 680% Sep 2026
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Park Avenue Securities 24k $1.0M -5% Sep 2026
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Goldman Sachs Group 23k $1.0M 100% Jun 2026
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MLG Wealth Management DBA Pine Grove Financial Group 22k $962k -60% Sep 2026
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Cobblestone Asset Management 21k $925k 1% Sep 2026
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Raymond James Financial 20k $914k -19% Jun 2026
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WealthPlan Investment Management 17k $730k 100% Sep 2026
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Northbridge Financial Group 16k $748k 21% Jun 2026
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Sharkey, Howes & Javer 15k $675k -8% Sep 2026
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Berger Financial Group 15k $681k -15% Jun 2026
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Commonwealth Equity Services 14k $653k 0% Jun 2026
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Integrated Wealth Concepts 14k $621k -17% Jun 2026
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Avestar Capital 13k $587k 23% Sep 2026
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Schear Investment Advisers 13k $556k 100% Sep 2026
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Tempo Wealth 13k $556k 100% Sep 2026
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Alpha Omega Wealth Management 12k $534k 0% Sep 2026
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Twin Peaks Wealth Advisors 12k $541k 1% Jun 2026
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IFP Advisors 12k $515k 126% Sep 2026
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MN Wealth Advisors 11k $468k -19% Sep 2026
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Shelter Mutual Insurance Company 10k $478k 0% Jun 2026
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Elevation Wealth Management 9.9k $454k -2% Jun 2026
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National Bank Of Canada /fi/ 9.7k $449k -43% Jun 2026
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5T Wealth 9.1k $417k -3% Jun 2026
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Sutton Place Investors 8.1k $354k -3% Sep 2026
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Mml Investors Services 8.0k $369k -75% Jun 2026
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Cary Street Partner Investment Advisory 8.0k $367k -3% Jun 2026
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Intl Fcstone 8.0k $366k 0% Jun 2026
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XY Planning Network 7.7k $339k 0% Sep 2026
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Ascension Capital Advisors 7.4k $340k -13% Jun 2026
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Jane Street 7.3k $334k -90% Jun 2026
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Stephens 7.0k $323k 0% Jun 2026
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Miracle Mile Advisors 6.8k $310k -11% Jun 2026
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Perennial Investment Advisors 6.7k $306k 1% Jun 2026
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Feltz Wealth PLAN 6.6k $291k 100% Sep 2026
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Kelly Financial Group 6.4k $282k -90% Sep 2026
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Wagner Bowman Management 6.4k $294k -48% Jun 2026
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Change Path 6.1k $282k 0% Jun 2026
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Fifth Third Bancorp 6.1k $282k 8% Jun 2026
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Plan Group Financial 6.0k $266k -20% Sep 2026
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Strategic Financial Concepts 6.0k $275k -78% Jun 2026
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Hrt Financial 5.9k $272k 100% Jun 2026
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Ignite Planners 5.9k $258k 3% Sep 2026
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Private Advisor 5.4k $247k 0% Jun 2026
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Wealth Alliance Advisory Group 5.2k $229k -98% Sep 2026
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Shared Vision Wealth Group 4.7k $217k 100% Jun 2026
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Bouchey Financial 4.7k $215k -1% Jun 2026
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Steward Partners Investment Advisory 4.6k $212k 0% Jun 2026
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Ashton Thomas Securities 3.1k $135k 0% Sep 2026
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Us Bancorp 2.2k $100k 100% Jun 2026
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Tripletail Wealth Management 2.1k $198k 100% Jun 2026
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Hanson McClain Advisors 1.1k $50k -47% Jun 2026
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Global Retirement Partners 996.00 $46k 100% Jun 2026
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Private Trust Co Na 900.00 $39k 0% Sep 2026
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Farther Finance Advisors 780.00 $34k -41% Sep 2026
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LGT Financial Advisors 750.00 $34k 22% Jun 2026
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Geneos Wealth Management 537.00 $25k -97% Jun 2026
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FMR 442.00 $20k -18% Jun 2026
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UBS Group 385.00 $18k 0% Jun 2026
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Strategic Wealth Partners 360.00 $17k 0% Jun 2026
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Founders Financial Alliance 325.00 $15k -97% Jun 2026
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Bartlett & Co. Wealth Management 274.00 $13k 0% Jun 2026
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Capital Analysts 270.00 $12k 0% Jun 2026
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Transamerica Financial Advisors 239.00 $11k -7% Jun 2026
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Ashton Thomas Private Wealth 200.00 $9.2k -24% Jun 2026
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Institute For Wealth Management 165.00 $7.6k 100% Jun 2026
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Vanguard Advisers 146.00 $6.7k 0% Jun 2026
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Northwestern Mutual Wealth Management Company 136.00 $6.2k 46% Jun 2026
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Lodestone Wealth Management 132.00 $5.8k -4% Sep 2026
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Spire Wealth Management 86.00 $3.8k 5% Sep 2026
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Royal Bank of Canada 74.00 $3.0k -97% Jun 2026
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Wells Fargo & Company 65.00 $3.0k 195% Jun 2026
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Central Trust & Investment 25.00 $1.1k 0% Jun 2026
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SBI Securities 10.00 $438.000000 11% Sep 2026
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Parallel Advisors 3.00 $138.000000 100% Jun 2026
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Russell Investments 3.00 $138.000000 100% Jun 2026
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Harbour Investments 1.00 $46.000000 0% Jun 2026
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Who sold out of JP Morgan US Aggregate Bond?

Fund or Company Name Date Sold Shares Held Valued At
Golden State Equity Partners Mar 2026 30k $1.4M
Envestnet Portfolio Solutions Mar 2026 11k $485k
Perigon Wealth Management Jun 2026 8.3k $381k
Sanctuary Advisors Mar 2026 5.2k $239k
Lockerman Financial Group Jun 2026 5.0k $231k
Atria Investments Jun 2026 5.0k $230k
Bensler Mar 2026 4.9k $226k
Advisory Services Network Mar 2026 1.3k $62k
Cornerstone Planning Group Jun 2026 732.00 $33k
Whittier Trust Co. of Nevada Mar 2026 197.00 $9.1k
Key FInancial Mar 2026 93.00 $4.3k
Assetmark Jun 2026 18.00 $826.999200
EverSource Wealth Advisors Mar 2026 1.00 $26.000000