JP Morgan US Aggregate Bond shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of JP Morgan US Aggregate Bond (BBAG) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos 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 Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JP Morgan US Aggregate Bond by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $949k | 20k | 46.67 |
| 2025-06-30 | $678k | 15k | 46.17 |
| 2025-03-31 | $603k | 13k | 46.11 |
| 2024-12-31 | $547k | 12k | 45.18 |
| 2024-09-30 | $523k | 11k | 47.32 |
| 2024-06-30 | $448k | 9.9k | 45.41 |
| 2024-03-31 | $341k | 7.4k | 45.87 |
| 2023-06-30 | $1.6M | 34k | 46.18 |
| 2023-03-31 | $1.6M | 34k | 46.95 |
| 2022-12-31 | $52k | 1.1k | 45.79 |
| 2022-09-30 | $51k | 1.1k | 45.09 |
| 2022-06-30 | $54k | 1.1k | 47.75 |