JP Morgan US Aggregate Bond shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of JP Morgan US Aggregate Bond (BBAG) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in JP Morgan US Aggregate Bond
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Quarterly reported holdings in JP Morgan US Aggregate Bond by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 192k | 46.67 |
| 2025-06-30 | $8.0M | 172k | 46.17 |
| 2024-12-31 | $7.2M | 159k | 45.18 |
| 2024-09-30 | $7.1M | 151k | 47.32 |
| 2024-06-30 | $6.8M | 149k | 45.41 |
| 2024-03-31 | $6.8M | 148k | 45.87 |
| 2023-12-31 | $6.7M | 144k | 46.53 |
| 2023-09-30 | $7.8M | 176k | 44.23 |
| 2023-06-30 | $11M | 229k | 46.18 |
| 2023-03-31 | $12M | 248k | 46.95 |
| 2022-12-31 | $12M | 252k | 45.79 |
| 2022-09-30 | $6.8M | 148k | 45.87 |
| 2022-03-31 | $7.8M | 154k | 50.51 |
| 2021-12-31 | $8.2M | 152k | 53.93 |
| 2021-09-30 | $7.3M | 134k | 54.27 |
| 2021-06-30 | $7.1M | 131k | 54.46 |