Question 1

How many shares of JAGG does Steward Partners Investment Advisory, LLC own?

Accepted Answer

Steward Partners Investment Advisory, LLC previously held 0 shares of JAGG (JPMorgan U.S. Aggregate Bond ET) before exiting the position in 2021-Q2.

Question 2

What is Steward Partners Investment Advisory, LLC's JAGG position worth?

Accepted Answer

Steward Partners Investment Advisory, LLC's JAGG position was last reported at $0 in 2021-Q2 before the exit.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling JAGG?

Accepted Answer

In 2021-Q2, Steward Partners Investment Advisory, LLC exited their JAGG position entirely (-100.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy JAGG?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in JAGG in 2019-Q3. They have held the position across 8 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	1,100	+340.0%	$14.8M	0.0%	$45.79	45
2020-Q4	Unchanged	250	0.0%	$7,000	0.0%	$47.43	0
2020-Q3	Decreased	250	-70.6%	$7,000	0.0%	$47.27	0
2020-Q2	Unchanged	851	0.0%	$24,000	0.0%	$47.06	0
2020-Q1	Unchanged	851	0.0%	$22,000	0.0%	$45.76	0
2019-Q4	Increased	851	+41.6%	$22,000	0.0%	$44.37	25
2019-Q3	New	601	-	$16,000	0.0%	$44.22	25

JAGG8 quarters

JAGG
8 quarters