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Get Institutions for : 
Jpmorgan Us Aggregate Bond Etf (JAGG)  
$45.40 0.09 (0.2%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    3
Total shares held : 
31,790,454  
% of shares held : 
72.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -28  
Amount of shares held : 
-3,830,473  
% of shares held change : 
  -8.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$43.77  
Last Quarter's Ending Price : 
$46.53  
Last Quarter's Average Price
$44.70  
Change from last quarter's     
avg. price to the last closing  : 
0.70 (1.57%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 14,009
 0.04%
 
Increased Positions :
22
 1,308,745
 4.12%
 
Unchanged Positions :
7
 43,974
 0.14%
 
Decreased Positions :
47
-3,445,941
-10.84%
 
Closed Positions :
12
-1,707,286
-5.37%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Integrity Advisory LLC 12 *New 2022-12-31 47,539 $2,177,000 47,539
   Strategic Financial Concepts LLC 91 *New 2024-03-31 22,312 $1,023,000 22,312
   Geneos Wealth Management Inc. 574 *New 2024-03-31 7,428 $341,000 7,428
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1831 *New 2024-03-31 7,233 $332,000 7,233
   Fonville Wealth Management LLC 77 *New 2024-03-31 6,139 $282,000 6,139
   RENAISSANCE TECHNOLOGIES LLC 3110 *New 2023-12-31 4,600 $214,000 4,600
   US BANCORP 2198 *New 2024-03-31 2,966 $136,000 2,966
   IFP Advisors Inc 1684 *New 2023-12-31 717 $33,000 717
   HARBOUR INVESTMENTS INC. 2937 *New 2023-12-31 1 $0 1
   FTB Advisors Inc. 2491 *New 2024-03-31 0 $0 0

  10 Records found
  1    
  Page 1 of 1
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