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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Tradition Wealth Management 406k $19M 92% Mar 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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Cetera Investment Advisers 221k $10M -2% Mar 2026
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HighTower Advisors 169k $7.8M 0% Mar 2026
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CWM 134k $6.2M 10% Mar 2026
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Park Avenue Securities 113k $5.2M -1% Mar 2026
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Kestra Advisory Services 88k $4.0M 2% Jun 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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Cambridge Investment Research Advisors 67k $3.1M -77% Jun 2026
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Ascent Group 63k $2.9M 11% Mar 2026
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Triad Wealth Partners 58k $2.7M -1% Mar 2026
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Advisor Group Holdings 56k $2.6M -15% Mar 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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Bailard 48k $2.2M 1% Jun 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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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 34k $1.6M -3% Jun 2026
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Mml Investors Services 32k $1.5M -27% Mar 2026
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Arlington Financial Advisors 27k $1.3M 54% Mar 2026
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Raymond James Financial 25k $1.1M -6% 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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Berger Financial Group 17k $800k -21% Mar 2026
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National Bank Of Canada /fi/ 17k $788k 1173% Mar 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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Integrated Wealth Concepts 16k $750k 67% Mar 2026
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Commonwealth Equity Services 14k $653k 0% Jun 2026
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MN Wealth Advisors 13k $606k -26% Jun 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 $500k 0% Jun 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 9.9k $454k -2% Jun 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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Perigon Wealth Management 8.3k $383k 0% Mar 2026
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Cary Street Partner Investment Advisory 8.0k $367k -3% Jun 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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Ascension Capital Advisors 7.4k $340k -13% Jun 2026
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Plan Group Financial 7.3k $338k 1% Mar 2026
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Stephens 7.0k $323k 0% Jun 2026
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Perennial Investment Advisors 6.6k $306k 1% Mar 2026
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Change Path 6.1k $283k 0% Mar 2026
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Strategic Financial Concepts 6.0k $275k -78% Jun 2026
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Ignite Planners 5.7k $263k -13% Jun 2026
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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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Susquehanna International 5.2k $240k -90% Mar 2026
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Sanctuary Advisors 5.2k $239k 0% Mar 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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IFP Advisors 4.7k $218k 11% Mar 2026
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Bouchey Financial 4.7k $218k 0% Mar 2026
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Steward Partners Investment Advisory 4.6k $212k 11% Mar 2026
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Rosenberg Matthew Hamilton 3.1k $141k 3% Jun 2026
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Ashton Thomas Securities 2.9k $132k 100% Mar 2026
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Royal Bank of Canada 2.2k $102k 100% Mar 2026
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Hanson McClain Advisors 2.1k $96k 0% Mar 2026
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Advisory Services Network 1.3k $62k 100% Mar 2026
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Farther Finance Advisors 1.3k $61k 139% 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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Sunbelt Securities 581.00 $27k -18% Mar 2026
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FMR 542.00 $25k 73% 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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Bartlett & Co. Wealth Management 274.00 $13k 0% Jun 2026
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Capital Analysts 270.00 $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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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 100% Mar 2026
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Lodestone Wealth Management 138.00 $6.3k 1% Jun 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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Assetmark 18.00 $826.999200 -88% Jun 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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Who sold out of JP Morgan US Aggregate Bond?

Fund or Company Name Date Sold Shares Held Valued At
Goldman Sachs Group Dec 2025 62k $2.9M
Flow Traders US Dec 2025 58k $2.7M
Golden State Equity Partners Mar 2026 30k $1.4M
Continuum Wealth Advisors Dec 2025 9.2k $427k
Mercer Global Advisors Dec 2025 7.5k $348k
J.w. Cole Advisors Dec 2025 5.7k $265k
Bright Futures Wealth Management Mar 2026 5.1k $234k
Bensler Mar 2026 4.9k $226k
We Are One Seven Dec 2025 4.8k $221k
Fonville Wealth Management Mar 2026 4.7k $215k
Larson Financial Group Dec 2025 982.00 $46k
AE Wealth Management Dec 2025 662.00 $31k
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