Question 1

How many shares of JAGG does Allworth Financial LP own?

Accepted Answer

Allworth Financial LP previously held 0 shares of JAGG (JPMorgan U.S. Aggregate Bond ET) before exiting the position in 2021-Q2.

Question 2

What is Allworth Financial LP's JAGG position worth?

Accepted Answer

Allworth Financial LP's JAGG position was last reported at $0 in 2021-Q2 before the exit.

Question 3

Is Allworth Financial LP buying or selling JAGG?

Accepted Answer

In 2021-Q2, Allworth Financial LP exited their JAGG position entirely (-100.0% change in shares).

Question 4

When did Allworth Financial LP first buy JAGG?

Accepted Answer

Based on available 13F filings, Allworth Financial LP first reported a position in JAGG in 2020-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$46.57	0
2021-Q1	Increased	705,781	+117x	$19M	0.4%	$45.79	55
2020-Q4	Increased	5,986	+0.2%	$167,000	0.0%	$47.43	22
2020-Q3	Decreased	5,973	-1.1%	$167,000	0.0%	$47.27	0
2020-Q2	Decreased	6,038	-7.6%	$169,000	0.0%	$47.06	0
2020-Q1	New	6,536	-	$176,000	0.0%	$45.76	31

JAGG6 quarters

JAGG
6 quarters