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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

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Quarterly 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