JAGG Institutional Ownership
JPMorgan U.S. Aggregate Bond ETF
1W: -0.6%
1M: -2.3%
3M: -2.9%
1Y: -1.3%
3Y: -16.5%
$47.25
Last traded 2023-10-04 — delisted
Overview
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Holdings
Changes
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Analysis
Peers
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Dark Pool
Short Interest
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Institutional Ownership — JAGG
121
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
489M
Total Invested
10
New Positions
39
Increased
56
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (136 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 4,869,136 | $230M | +58,527 | +1.2% | 21Q | SEC ↗ |
| 2 | Clearwater Capital Advisors, LLC | 1,290,839 | $61M | +89,298 | +7.4% | 16Q | SEC ↗ |
| 3 | LPL Financial LLC | 744,331 | $35M | -1,459,382 | -66.2% | 17Q | SEC ↗ |
| 4 | Janney Montgomery Scott LLC | 615,885 | $29M | +44,339 | +7.8% | 14Q | SEC ↗ |
| 5 | Tradition Wealth Management, LLC | 450,990 | $21M | +44,614 | +11.0% | 6Q | SEC ↗ |
| 6 | MORGAN STANLEY | 332,333 | $16M | +83,101 | +33.3% | 21Q | SEC ↗ |
| 7 | Wealth Alliance Advisory Group, LLC | 326,085 | $15M | +3,786 | +1.2% | 12Q | SEC ↗ |
| 8 | Apella Capital, LLC | 322,153 | $15M | -22,666 | -6.6% | 13Q | SEC ↗ |
| 9 | Heck Capital Advisors, LLC | 236,638 | $11M | +18,258 | +8.4% | 16Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 229,355 | $11M | -668,593 | -74.5% | 21Q | SEC ↗ |
| 11 | HighTower Advisors, LLC | 164,897 | $8M | -4,050 | -2.4% | 21Q | SEC ↗ |
| 12 | CWM, LLC | 134,198 | $6M | +12,394 | +10.2% | 7Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 131,345 | $6M | -89,978 | -40.7% | 12Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC | 110,943 | $5M | +74,159 | +201.6% | 3Q | SEC ↗ |
| 15 | Kestra Advisory Services, LLC | 87,577 | $4M | +1,926 | +2.2% | 3Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 78,493 | $4M | +4,540 | +6.1% | 15Q | SEC ↗ |
| 17 | EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 67,768 | $3M | +1,268 | +1.9% | 15Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 67,393 | $3M | -223,696 | -76.8% | 21Q | SEC ↗ |
| 19 | KELLY FINANCIAL GROUP LLC | 64,944 | $3M | -2,591 | -3.8% | 7Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 55,916 | $3M | +378 | +0.7% | 21Q | SEC ↗ |
| 21 | MLG Wealth Management DBA Pine Grove F | 54,633 | $3M | -570 | -1.0% | 3Q | SEC ↗ |
| 22 | Ascent Group, LLC | 54,228 | $3M | -8,792 | -14.0% | 13Q | SEC ↗ |
| 23 | CGN Advisors LLC | 53,662 | $3M | -6,753 | -11.2% | 21Q | SEC ↗ |
| 24 | Legacy Private Trust Co. | 51,796 | $2M | +10,615 | +25.8% | 21Q | SEC ↗ |
| 25 | Triad Wealth Partners, LLC | 49,531 | $2M | -8,023 | -13.9% | 7Q | SEC ↗ |
| 26 | BAILARD, INC. | 47,985 | $2M | +318 | +0.7% | 15Q | SEC ↗ |
| 27 | ACT Advisors, LLC. | 46,841 | $2M | +483 | +1.0% | 12Q | SEC ↗ |
| 28 | GREAT VALLEY ADVISOR GROUP, INC. | 45,166 | $2M | +3,804 | +9.2% | 5Q | SEC ↗ |
| 29 | Independent Wealth Network Inc. | 40,733 | $2M | +2,167 | +5.6% | 2Q | SEC ↗ |
| 30 | Kovack Advisors, Inc. | 34,391 | $2M | -1,047 | -3.0% | 3Q | SEC ↗ |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,892 | $2M | +28,702 | +553.0% | 6Q | SEC ↗ |
| 32 | Arlington Financial Advisors, LLC | 25,461 | $1M | -1,864 | -6.8% | 4Q | SEC ↗ |
| 33 | PARK AVENUE SECURITIES LLC | 24,659 | $1M | -88,442 | -78.2% | 5Q | SEC ↗ |
| 34 | Prime Capital Investment Advisors, LLC | 23,101 | $1M | +11,222 | +94.5% | 2Q | SEC ↗ |
| 35 | LOCKERMAN FINANCIAL GROUP, INC. | 23,023 | $1M | -215 | -0.9% | 11Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC NEW | 22,633 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Cobblestone Asset Management LLC | 20,879 | $987K | +2,142 | +11.4% | 11Q | SEC ↗ |
| 38 | RAYMOND JAMES FINANCIAL INC | 19,895 | $940K | -4,812 | -19.5% | 7Q | SEC ↗ |
| 39 | Sharkey, Howes & Javer | 16,678 | $788K | -6,074 | -26.7% | 14Q | SEC ↗ |
| 40 | NORTHBRIDGE FINANCIAL GROUP, LLC | 16,280 | $769K | +2,795 | +20.7% | 3Q | SEC ↗ |
| 41 | Berger Financial Group, Inc | 14,812 | $700K | -2,522 | -14.5% | 21Q | SEC ↗ |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 14,203 | $671K | -59 | -0.4% | 7Q | SEC ↗ |
| 43 | Integrated Wealth Concepts LLC | 13,509 | $638K | -2,740 | -16.9% | 14Q | SEC ↗ |
| 44 | MN Wealth Advisors, LLC | 13,182 | $623K | -4,556 | -25.7% | 11Q | SEC ↗ |
| 45 | Alpha Omega Wealth Management LLC | 12,133 | $573K | -32 | -0.3% | 20Q | SEC ↗ |
| 46 | TWIN PEAKS WEALTH ADVISORS, LLC | 11,775 | $556K | +119 | +1.0% | 11Q | SEC ↗ |
| 47 | Avestar Capital, LLC | 10,878 | $514K | — | +0.0% | 7Q | SEC ↗ |
| 48 | Shelter Mutual Insurance Co | 10,400 | $491K | — | +0.0% | 13Q | SEC ↗ |
| 49 | Elevation Wealth Management LLC | 9,875 | $467K | -222 | -2.2% | 3Q | SEC ↗ |
| 50 | NATIONAL BANK OF CANADA /FI | 9,713 | $459K | -7,358 | -43.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 22,633 | $1M |
| XY Planning Network, Inc. | 7,732 | $365K |
| HRT FINANCIAL LP | 5,922 | $280K |
| Shared Vision Wealth Group LLC | 4,731 | $224K |
| Tripletail Wealth Management, LLC | 2,083 | $98K |
| Global Retirement Partners, LLC | 996 | $47K |
| MERCER GLOBAL ADVISORS INC /ADV | 710 | $34K |
| Institute for Wealth Management, LL | 165 | $8K |
| Russell Investments Group, Ltd. | 3 | $0K |
| Parallel Advisors, LLC | 3 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 57,524 | $3M |
| Ascentis Independent Advisors | 29,824 | $1M |
| Envestnet Portfolio Solutions, Inc. | 10,496 | $496K |
| CONTINUUM WEALTH ADVISORS, LLC | 9,190 | $434K |
| Bay Colony Advisory Group, Inc d/b/ | 6,559 | $310K |
| J.W. COLE ADVISORS, INC. | 5,716 | $270K |
| Sanctuary Advisors, LLC | 5,182 | $245K |
| Bright Futures Wealth Management, L | 5,068 | $239K |
| Bensler, LLC | 4,901 | $232K |
| MGO ONE SEVEN LLC | 4,754 | $225K |
| Fonville Wealth Management LLC | 4,653 | $220K |
| Hennion & Walsh Asset Management, I | 4,456 | $211K |
| Western Wealth Management, LLC | 1,468 | $69K |
| Advisory Services Network, LLC | 1,342 | $63K |
| GGM Financials LLC | 1,203 | $57K |
| CARY STREET PARTNERS FINANCIAL LLC | 1,146 | $54K |
| Larson Financial Group LLC | 982 | $46K |
| Fairway Wealth LLC | 743 | $35K |
| AE Wealth Management LLC | 662 | $31K |
| Team Financial Group, LLC | 430 | $20K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -1,459,382 | -66.2% | 744,331 |
| ENVESTNET ASSET MANAGEMENT INC | -668,593 | -74.5% | 229,355 |
| Cambridge Investment Research Advis | -223,696 | -76.8% | 67,393 |
| Cetera Investment Advisers | -89,978 | -40.7% | 131,345 |
| PARK AVENUE SECURITIES LLC | -88,442 | -78.2% | 24,659 |
| JANE STREET GROUP, LLC | -64,594 | -89.9% | 7,271 |
| MML INVESTORS SERVICES, LLC | -23,958 | -74.9% | 8,027 |
| Apella Capital, LLC | -22,666 | -6.6% | 322,153 |
| Strategic Financial Concepts, LLC | -21,302 | -78.0% | 5,992 |
| Geneos Wealth Management Inc. | -17,457 | -97.0% | 537 |
| Founders Financial Alliance, LLC | -11,832 | -97.3% | 325 |
| Ascent Group, LLC | -8,792 | -14.0% | 54,228 |
| Triad Wealth Partners, LLC | -8,023 | -13.9% | 49,531 |
| NATIONAL BANK OF CANADA /FI | -7,358 | -43.1% | 9,713 |
| CGN Advisors LLC | -6,753 | -11.2% | 53,662 |
| Sharkey, Howes & Javer | -6,074 | -26.7% | 16,678 |
| WBH ADVISORY INC | -6,002 | -48.4% | 6,400 |
| RAYMOND JAMES FINANCIAL INC | -4,812 | -19.5% | 19,895 |
| MN Wealth Advisors, LLC | -4,556 | -25.7% | 13,182 |
| HighTower Advisors, LLC | -4,050 | -2.4% | 164,897 |