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JP Morgan US Aggregate Bond shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of JP Morgan US Aggregate Bond (BBAG) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $217k 4.7k 45.95

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr S&p 500 Grwt Etf (IVW)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
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Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Shared Vision Wealth Group

Top funds holding JP Morgan US Aggregate Bond

Jpmorgan Chase & Co
Bsc Private Wealth Management
LPL Financial
Janney Montgomery Scott
Tradition Wealth Management
Wealth Alliance Advisory Group
Apella Capital
Morgan Stanley
Heck Capital Advisors
Envestnet Asset Management
HighTower Advisors
CWM
Cetera Investment Advisers
Citadel Advisors
Kestra Advisory Services

View all funds holding JP Morgan US Aggregate Bond