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JP Morgan US Aggregate Bond shares owned by 5T Wealth

Quarter-by-quarter ownership of JP Morgan US Aggregate Bond (BBAG) shares owned by 5T Wealth from 13F filings

Historical chart of 5T Wealth investment in JP Morgan US Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including JP Morgan US Aggregate Bond held by 5T Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JP Morgan US Aggregate Bond by 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $498k 11k 46.67
2025-06-30 $471k 10k 46.17
2025-03-31 $607k 13k 46.11
2024-12-31 $231k 5.1k 45.18

More positions owned by 5T Wealth

Ishares Tr Core Total Usd (IUSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding JP Morgan US Aggregate Bond

Jpmorgan Chase & Co
LPL Financial
Envestnet Asset Management
Bsc Private Wealth Management
Cambridge Investment Research Advisors
Janney Montgomery Scott
Cetera Investment Advisers
Apella Capital
Iron Horse Wealth Management
Morgan Stanley
Wealth Alliance Advisory Group
Park Avenue Securities
Tradition Wealth Management
Heck Capital Advisors
HighTower Advisors

View all funds holding JP Morgan US Aggregate Bond