JP Morgan US Aggregate Bond shares owned by Apella Capital
Quarter-by-quarter ownership of JP Morgan US Aggregate Bond (BBAG) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital 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 Apella Capital consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JP Morgan US Aggregate Bond by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 366k | 46.96 |
| 2025-06-30 | $4.8M | 106k | 45.68 |
| 2025-03-31 | $1.8M | 40k | 45.71 |
| 2024-12-31 | $2.4M | 53k | 45.18 |
| 2024-09-30 | $3.2M | 68k | 47.18 |
| 2024-06-30 | $3.3M | 73k | 45.58 |
| 2024-03-31 | $3.7M | 81k | 45.37 |
| 2023-12-31 | $4.9M | 106k | 46.16 |
| 2023-09-30 | $5.3M | 119k | 44.23 |
| 2023-06-30 | $5.9M | 128k | 46.18 |
| 2022-12-31 | $6.6M | 143k | 45.79 |
| 2022-09-30 | $3.4M | 75k | 45.49 |
| 2022-06-30 | $2.3M | 47k | 47.98 |
| 2021-09-30 | $255k | 4.7k | 54.31 |
| 2021-06-30 | $243k | 4.5k | 54.47 |