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JP Morgan US Aggregate Bond shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of JP Morgan US Aggregate Bond (BBAG) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners 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 Golden State Equity Partners 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 Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 30k 46.16

More positions owned by Golden State Equity Partners

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Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
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Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)
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Jpmorgan Chase & Co Common Stock (JPM)
Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD)
Ishares Core Universal Usd Bond Etf Uit Exchange Traded (IUSB)
Berkshire Hathaway Class B Common Stock (BRK.B)
Invesco Qqq Tr Uit Exchange Traded (QQQ)
Wisdomtree Floating Ratetreasury Fund Uit Exchange Traded (USFR)

View all positions for Golden State Equity Partners

Top funds holding JP Morgan US Aggregate Bond

LPL Financial
Bsc Private Wealth Management
Envestnet Asset Management
Janney Montgomery Scott
Apella Capital
Wealth Alliance Advisory Group
Cambridge Investment Research Advisors
Morgan Stanley
Cetera Investment Advisers
Heck Capital Advisors
Tradition Wealth Management
HighTower Advisors
CWM
Park Avenue Securities
Kestra Advisory Services

View all funds holding JP Morgan US Aggregate Bond