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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
92
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 74.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
92
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 56.6%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
85
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
82
shares
|
$0
0.0% of portfolio
|
Q1 2022
Reduced 91.78%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
50
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 47.37%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
48
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
40
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
11
shares
|
$0
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
4
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|