JP Morgan US Aggregate Bond shares owned by AE Wealth Management
Quarter-by-quarter ownership of JP Morgan US Aggregate Bond (BBAG) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JP Morgan US Aggregate Bond by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $31k | 662 | 46.44 |
| 2025-09-30 | $889 | 19 | 46.84 |
| 2025-06-30 | $880 | 19 | 46.32 |
| 2025-03-31 | $6.1k | 133 | 46.11 |
| 2023-09-30 | $2.6M | 60k | 44.23 |
| 2023-06-30 | $2.5M | 54k | 46.18 |
| 2023-03-31 | $2.5M | 54k | 46.95 |
| 2022-12-31 | $2.3M | 49k | 45.79 |
| 2022-09-30 | $2.4M | 53k | 45.49 |
| 2022-06-30 | $3.9M | 80k | 47.96 |
| 2021-12-31 | $4.6M | 86k | 53.93 |
| 2021-09-30 | $4.8M | 89k | 54.27 |
| 2021-06-30 | $2.9M | 53k | 54.47 |