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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Wealth Alliance Advisory Group 326k $15M 1% Jun 2026
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Apella Capital 322k $15M -7% Jun 2026
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Morgan Stanley 249k $16M 10% Mar 2026
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Heck Capital Advisors 237k $11M 8% Jun 2026
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Envestnet Asset Management 229k $11M -74% Jun 2026
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HighTower Advisors 165k $7.6M -2% Jun 2026
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CWM 134k $6.2M 10% Mar 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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Eagle Harbor Asset Management 68k $3.1M 2% Jun 2026
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Cambridge Investment Research Advisors 67k $3.1M -77% Jun 2026
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Kelly Financial Group 65k $3.0M -4% Jun 2026
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Advisor Group Holdings 56k $2.6M 1% Jun 2026
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MLG Wealth Management DBA Pine Grove Financial Group 55k $2.5M -1% Jun 2026
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Ascent Group 54k $2.5M -14% Jun 2026
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Garrett Investment Advisors 54k $2.5M -11% Jun 2026
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Legacy Private Trust 52k $2.4M 26% Jun 2026
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Triad Wealth Partners 50k $2.2M -14% Jun 2026
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Bailard 48k $2.2M 1% Jun 2026
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ACT Advisors 47k $2.2M 1% Jun 2026
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Great Valley Advisor Group 45k $2.1M 9% Jun 2026
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Independent Wealth Network 41k $1.9M 6% Jun 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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Arlington Financial Advisors 26k $1.2M -7% Jun 2026
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Park Avenue Securities 25k $1.1M -78% Jun 2026
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Prime Capital Investment Advisors 23k $1.1M 94% Jun 2026
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Goldman Sachs Group 23k $1.0M 100% Jun 2026
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Cobblestone Asset Management 21k $959k 11% Jun 2026
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Raymond James Financial 20k $914k -19% Jun 2026
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Sharkey, Howes & Javer 17k $766k -27% Jun 2026
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Northbridge Financial Group 16k $748k 21% Jun 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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MN Wealth Advisors 13k $606k -26% Jun 2026
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Alpha Omega Wealth Management 12k $558k 0% Jun 2026
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Twin Peaks Wealth Advisors 12k $541k 1% Jun 2026
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Avestar Capital 11k $500k 0% Jun 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 8.4k $384k -8% Jun 2026
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Perigon Wealth Management 8.3k $381k 0% Jun 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 $355k 100% Jun 2026
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Plan Group Financial 7.6k $348k 3% Jun 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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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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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 5.7k $263k -13% Jun 2026
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Private Advisor 5.4k $247k 0% Jun 2026
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IFP Advisors 5.2k $239k 10% Jun 2026
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Lockerman Financial Group 5.0k $231k -78% Jun 2026
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Atria Investments 5.0k $230k 12% Jun 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 $141k 7% Jun 2026
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Rosenberg Matthew Hamilton 3.1k $141k 3% Jun 2026
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Us Bancorp 2.2k $100k 0% Jun 2026
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Tripletail Wealth Management 2.1k $198k 100% Jun 2026
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Farther Finance Advisors 1.3k $61k 139% 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 -73% Jun 2026
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Private Trust Co Na 900.00 $41k -76% Jun 2026
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LGT Financial Advisors 750.00 $34k 22% Jun 2026
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Cornerstone Planning Group 732.00 $33k 16% Jun 2026
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Mercer Global Advisors 710.00 $33k 100% Jun 2026
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Sunbelt Securities 581.00 $27k -18% Mar 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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Bank Of Montreal 237.00 $11k 100% Mar 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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Lodestone Wealth Management 138.00 $6.3k 1% Jun 2026
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Northwestern Mutual Wealth Management Company 136.00 $6.2k 46% Jun 2026
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Spire Wealth Management 82.00 $3.8k 2% Jun 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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Assetmark 18.00 $826.999200 -88% Jun 2026
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SBI Securities 9.00 $414.000000 0% Jun 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
Sanctuary Advisors Mar 2026 5.2k $239k
Bright Futures Wealth Management Mar 2026 5.1k $234k
Bensler Mar 2026 4.9k $226k
Fonville Wealth Management Mar 2026 4.7k $215k
Advisory Services Network Mar 2026 1.3k $62k
Team Financial Group Mar 2026 430.00 $20k
Clarity Asset Management Mar 2026 414.00 $19k
Whittier Trust Co. of Nevada Mar 2026 197.00 $9.1k
Key FInancial Mar 2026 93.00 $4.3k
EverSource Wealth Advisors Mar 2026 1.00 $26.000000