Who owns JP Morgan US Aggregate Bond?

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Analyze quarterly positions in JP Morgan US Aggregate Bond with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of JP Morgan US Aggregate Bond stock

Who bought or sold JP Morgan US Aggregate Bond this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Jpmorgan Chase & Co 23M $1.1B 5% Dec 2023
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Bsc Private Wealth Management 815k $37M 7% Mar 2024
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Iron Horse Wealth Management 441k $20M 13% Mar 2024
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Janney Montgomery Scott 405k $19M 59% Mar 2024
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HighTower Advisors 397k $18M 4% Mar 2024
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Garrett Investment Advisors 365k $17M 38% Mar 2024
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Berger Financial Group 365k $17M -63% Mar 2024
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Bensler 314k $14M 13% Mar 2024
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Wealth Alliance Advisory Group 267k $12M 8% Mar 2024
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Cambridge Investment Research Advisors 245k $11M -22% Mar 2024
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Sharkey, Howes & Javer 244k $11M 61% Mar 2024
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Advisor Group Holdings 243k $11M -72% Dec 2023
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Park Avenue Securities 102k $4.7M -18% Mar 2024
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Steward Partners Investment Advisory 91k $4.2M -1% Dec 2023
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Bank of America Corporation 86k $4.0M -80% Dec 2023
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Apella Capital 81k $3.7M -24% Mar 2024
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Legacy Private Trust 80k $3.7M -5% Mar 2024
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Nicolet Advisory Services 63k $2.9M -23% Mar 2024
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Richard W. Paul & Associates 58k $2.7M -2% Dec 2023
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Atria Investments 54k $2.5M -1% Dec 2023
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ACT Advisors 51k $2.3M -5% Mar 2024
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Bailard 44k $2.0M 5% Mar 2024
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Mercer Global Advisors 40k $1.9M -26% Dec 2023
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Jane Street 36k $1.7M -96% Dec 2023
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Change Path 30k $1.4M -15% Dec 2023
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Raymond James & Associates 29k $1.3M -33% Mar 2024
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Flow Traders US 28k $1.3M 47% Dec 2023
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MN Wealth Advisors 26k $1.2M 100% Mar 2024
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Lockerman Financial Group 23k $1.0M -19% Mar 2024
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Strategic Financial Concepts 22k $1.0M 100% Mar 2024
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Cooper Financial Group 18k $808k -70% Mar 2024
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Envestnet Portfolio Solutions 14k $630k -2% Mar 2024
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Citadel Advisors 14k $629k 40% Dec 2023
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Alpha Omega Wealth Management 13k $594k 0% Mar 2024
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Hennion & Walsh Asset Management 13k $572k 17% Mar 2024
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Gladstone Institutional Advisory 12k $567k -29% Dec 2023
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Transcend Wealth Collective 11k $509k 8% Mar 2024
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Verus Capital Partners 11k $494k -1% Mar 2024
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Proequities 11k $490M -18% Mar 2024
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Shelter Mutual Insurance Company 10k $477k 0% Mar 2024
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Continuum Wealth Advisors 9.3k $432k 6% Dec 2023
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Sutton Place Investors 8.8k $402k 7% Mar 2024
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Cobblestone Asset Management 8.0k $366k 68% Mar 2024
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Geneos Wealth Management 7.4k $341k 100% Mar 2024
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Twin Peaks Wealth Advisors 7.3k $333k 3% Mar 2024
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Wealth Enhancement Advisory Services 7.2k $332k 100% Mar 2024
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Fonville Wealth Management 6.1k $282k 100% Mar 2024
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Commonwealth Equity Services 5.8k $264k 14% Mar 2024
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Beacon Financial Advisory 5.2k $236k 0% Mar 2024
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True Vision MN 5.1k $227k -67% Mar 2024
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Global Retirement Partners 4.9k $223k 30% Mar 2024
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Private Advisor 4.6k $213k -32% Mar 2024
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Hanson McClain Advisors 4.6k $209k -3% Mar 2024
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Private Trust Co Na 4.0k $185k -20% Mar 2024
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Valley National Advisers 4.0k $184k -16% Mar 2024
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Central Trust & Investment 3.9k $178k -37% Mar 2024
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Us Bancorp 3.0k $136k 100% Mar 2024
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Farther Finance Advisors 2.2k $102k -24% Dec 2023
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ICA Group Wealth Management 1.4k $63k 100% Dec 2023
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IFP Advisors 717.00 $33k 100% Dec 2023
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Sunbelt Securities 669.00 $31k 0% Mar 2024
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Bank Of Montreal 237.00 $11k 0% Dec 2023
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LGT Financial Advisors 194.00 $8.9k -59% Mar 2024
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Barrett & Company 165.00 $7.6k 0% Mar 2024
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Key FInancial 93.00 $4.3k 0% Mar 2024
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Spire Wealth Management 77.00 $3.5k 0% Mar 2024
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Sandy Spring Bank 70.00 $3.2k 0% Mar 2024
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Royal Bank of Canada 69.00 $3.0k -84% Dec 2023
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Harbour Investments 1.00 $47.000000 100% Dec 2023
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Wells Fargo & Company 0 $0 -100% Mar 2024
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Who sold out of JP Morgan US Aggregate Bond?

Fund or Company Name Date Sold Shares Held Valued At
Symmetry Partner Sep 2023 1.5M $67M
Susquehanna International Sep 2023 93k $4.1M
AE Wealth Management Sep 2023 60k $2.6M
Kovack Advisors Dec 2023 29k $1.4M
Captrust Financial Advisors Sep 2023 17k $729k
Beacon Pointe Advisors Sep 2023 4.9k $215k
Fifth Third Bancorp Dec 2023 2.9k $135k
GPS Wealth Strategies Group Dec 2023 557.00 $26k
UBS Group Sep 2023 545.00 $24k
Provence Wealth Management Group Sep 2023 372.00 $17k
Advisory Services Network Dec 2023 339.00 $16k
Creative Financial Designs Dec 2023 28.00 $1.3k
Cranbrook Wealth Management Dec 2023 3.00 $140.000100