Strategic Wealth Partners »

JP Morgan US Aggregate Bond shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth 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 Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JP Morgan US Aggregate Bond by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $17k 360 46.16
2025-12-31 $17k 360 46.42

More positions owned by Strategic Wealth Partners

Swp Growth & Income Etf Etf (SWP)
Ishares Mbs Etf Etf (MBB)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Etf Etf (EFA)
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Broadcom Stock (AVGO)
Invesco International Dividend Achievers Etf Etf (PID)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Nvidia Corporation Stock (NVDA)
Prologis Reit (PLD)
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)
Meta Platforms Inc Cl A Stock (META)

View all positions for Strategic Wealth 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