JPMORGAN U.S. AGGREGATE BOND ETF
CUSIP 46641Q613
Jpmorgan U.S. Aggregate Bond Etf has 5 institutional holders in Filings Flow’s 13F database, together reporting 47.3K shares worth $3M as of Q4 2021. The largest reported holders are Intelligence Driven Advisers, LLC, Ae Wealth Management LLC, and Schwarz Dygos Wheeler Investment Advisors LLC.
Institutional Holders
5
Q4 2021
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Intelligence Driven Advisers, LLC$574M AUM | 1.79% | $10M | 197.5K | Q1 2022OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.68% | $2M | 37.1K | Q4 2021OLDER |
| CRA Financial Services, LLC$770M AUM | 0.15% | $511,000 | 10.1K | Q1 2022OLDER |
| Triumph Capital Management$491M AUM | 0.13% | $250,000 | 5.2K | Q2 2022OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $4M | 86.2K | Q1 2022OLDER |
| Graypoint LLC$1.8B AUM | 0.03% | $260,000 | 4.8K | Q4 2021OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $235,000 | 5.2K | Q3 2022 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.00% | $3,000 | 56 | Q1 2022OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $8,000 | 152 | Q4 2021OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $41,000 | 806 | Q1 2022OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $9,000 | 186 | Q1 2022OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.