JP Morgan US Aggregate Bond shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of JP Morgan US Aggregate Bond (BBAG) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in JP Morgan US Aggregate Bond
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Quarterly reported holdings in JP Morgan US Aggregate Bond by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 25k | 46.67 |
| 2025-06-30 | $902k | 20k | 46.17 |
| 2025-03-31 | $558k | 12k | 46.11 |
| 2024-12-31 | $458k | 10k | 45.18 |
| 2024-09-30 | $620k | 13k | 47.32 |
| 2024-06-30 | $797k | 18k | 45.41 |
| 2024-03-31 | $895k | 20k | 45.87 |
| 2023-09-30 | $1.3M | 29k | 44.23 |
| 2023-06-30 | $2.2M | 47k | 46.18 |
| 2023-03-31 | $2.1M | 46k | 46.95 |
| 2021-12-31 | $40M | 739k | 53.93 |
| 2021-09-30 | $40M | 734k | 54.28 |
| 2021-06-30 | $39M | 719k | 54.46 |
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