Institutional Ownership Jp Morgan High Yield Research (JPHY)
This table provides information about the institutional ownership of Jp Morgan High Yield Research (JPHY). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 9.54 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,290,150
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,010,708
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
973,990
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
623,300
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 43.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
532,095
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 18.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
470,515
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
410,340
shares
|
$0
0.05% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
377,766
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.98%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
295,973
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 45.31%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 14, 2026 Q4 2025 |
265,700
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 109.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
189,763
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
144,794
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
112,796
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 171.27%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
112,704
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
108,381
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
102,513
shares
|
$0
2.19% of portfolio
|
Q3 2025
Added 1693.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
100,737
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
99,737
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 565.89%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
96,385
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
86,453
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.06%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
84,804
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 35.37%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
82,949
shares
|
$0
0.83% of portfolio
|
Q3 2023
Added 321.49%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
74,049
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
62,641
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.83%
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
46,740
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 10.92%
|
|