JBND — JP MORGAN

Ownership history in IAG Wealth Partners, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which IAG Wealth Partners, LLC reported a position in JP MORGAN (JBND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.99% (2025 Q1)
Avg. % of fund
5.66%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,200,760 +21,024 +1.8% 7.52% $64.9M $53.71
2025 Q3 ADDED 1,179,736 +188,358 +19.0% 7.67% $63.9M $53.00
2025 Q2 REDUCED 991,378 -88,871 -8.2% 7.03% $53.1M $51.87
2025 Q1 ADDED 1,080,249 +783,953 +264.6% 8.99% $57.8M $51.21
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JBND price (monthly, adj. close)

Other funds also holding JBND

As of 2025 Q4 — sorted by position size

Pinnacle Wealth Management, LLC 3Y 9.81% Diversified Portfolios, Inc. 3Y 7Y 8.65% Independence Asset Advisors, LLC 8.36% Vawter Financial, Ltd. 7.44% PEAK FINANCIAL ADVISORS LLC 3Y 6.76% CGC Financial Services, LLC 6.51% Peterson Wealth Advisors, LLC 3Y 7Y 6.33% Essex LLC 3Y 5.88% LVZ, Inc. 3Y 7Y 5.66% Echo Wealth Management, LLC 3Y 5.19%
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