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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
3,416
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 5.14%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,061
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,997
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,973
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 172.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,722
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,467
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2156.92%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,449
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,417
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 147.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
1,394
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
1,282
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 20.83%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,175
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 29.85%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
957
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
775
shares
|
$0
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
760
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
691
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
555
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
398
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
388
shares
|
$0
0.04% of portfolio
|
Q3 2025
Reduced 36.6%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
375
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
322
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
255
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
250
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
196
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 87.29%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
156
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
135
shares
|
$0
0.0% of portfolio
|
Q4 2021
New holding
|
|