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JP Morgan US Aggregate Bond shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management 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 Tradition Wealth Management 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.3M 200k 46.67
2025-06-30 $1.1M 25k 46.17
2025-03-31 $958k 21k 46.11

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Tradition Wealth Management

Top funds holding JP Morgan US Aggregate Bond

Jpmorgan Chase & Co
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Bsc Private Wealth Management
Cambridge Investment Research Advisors
Janney Montgomery Scott
Cetera Investment Advisers
Apella Capital
Wealth Alliance Advisory Group
Heck Capital Advisors
Tradition Wealth Management
HighTower Advisors
Park Avenue Securities
CWM
Mml Investors Services

View all funds holding JP Morgan US Aggregate Bond