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 113 institutions that hold shares in the stock, with a total of 17.5 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,601
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
3,593
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
2,141
shares
|
$0
0.08% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,820
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,588
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 68.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,542
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 424.49%
|
|
|
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%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,065
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 37.77%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
909
shares
|
$0
0.13% of portfolio
|
Q1 2025
Added 36.08%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
760
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
673
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
559
shares
|
$0
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
525
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
508
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
465
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 8.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
458
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 21.49%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
400
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 37.4%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
398
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
395
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
337
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
322
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
250
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
246
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
212
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
167
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 98.24%
|