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 |
|---|---|---|---|---|---|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
10,579
shares
|
$0
0.21% of portfolio
|
Q3 2023
Reduced 37.31%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
10,555
shares
|
$0
0.43% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
10,322
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
9,536
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 20, 2026 Q4 2025 |
7,989
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
7,737
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 23.59%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
7,603
shares
|
$0
0.19% of portfolio
|
Q2 2025
Reduced 89.54%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,290
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
7,127
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 11.06%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
6,614
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
6,531
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
6,278
shares
|
$0
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
6,253
shares
|
$0
0.13% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
6,039
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 13.45%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
5,676
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,558
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,494
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
5,387
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 14.14%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
5,151
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,148
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
5,037
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,796
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,668
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,601
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,463
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|