Purchases and Sales Made in Q3 2023 in Jp Morgan High Yield Research (JPHY)

JPHY Quotes by TradingView

This table provides information about the institutional ownership of Jp Morgan High Yield Research (JPHY) during Q3 2023. The information is specifically focused on institutions that hold shares of JP MORGAN HIGH YIELD RESEARCH .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
604K
+ 169.26%
$26.4M - $27.1M
961K $0
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
263K
+ 9.23%
$11.5M - $11.8M
3.11M $0
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
259K
+ 1419.85%
$11.3M - $11.6M
277K $0
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
171K
+ 6079.29%
$7.46M - $7.67M
173K $0
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
166K
+ 178.12%
$7.26M - $7.45M
259K $0
Nov 06, 2023 Q3 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
147K
New
$6.45M - $6.63M
147K $0
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
145K
New
$6.33M - $6.5M
145K $0
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
140K
New
$6.1M - $6.27M
140K $0
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
93.4K
New
$4.09M - $4.2M
93.4K $0
Nov 13, 2023 Q3 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
80K
New
$3.5M - $3.6M
80K $0
Nov 03, 2023 Q3 2023
Daniels&Tansey,Llp

BUY
 -
63.3K
+ 321.49%
$2.77M - $2.84M
82.9K $0
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
59.9K
+ 52.95%
$2.62M - $2.69M
173K $0
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
58.3K
+ 67.77%
$2.55M - $2.62M
144K $0
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
21K
New
$918K - $943K
21K $0
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
19.4K
New
$847K - $870K
19.4K $0
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
17.4K
New
$763K - $783K
17.4K $0
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
16K
+ 99.9%
$698K - $717K
31.9K $0
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
14.4K
+ 309.81%
$630K - $647K
19K $0
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
12.5K
+ 3.06%
$548K - $562K
421K $0
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
11.9K
New
$522K - $536K
11.9K $0
Dec 20, 2023 Q3 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
9.63K
+ 152.43%
$421K - $433K
15.9K $0
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
9.06K
New
$396K - $407K
9.06K $0
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
9K
+ 199.12%
$394K - $404K
13.5K $0
Oct 19, 2023 Q3 2023
Lockerman Financial Group, Inc.

BUY
 -
8.75K
New
$383K - $393K
8.75K $0
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
7.46K
New
$326K - $335K
7.46K $0
Nov 14, 2023 Q3 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
6.71K
+ 100.0%
$293K - $301K
13.4K $0
Nov 02, 2023 Q3 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
5.38K
New
$235K - $242K
5.38K $0
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
5.31K
+ 107.75%
$232K - $239K
10.2K $0
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
5.26K
New
$230K - $236K
5.26K $0
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5K
+ 6.26%
$219K - $225K
84.9K $0
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
4.77K
New
$209K - $214K
4.77K $0
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
4.01K
+ 13.67%
$175K - $180K
33.3K $0
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.43K
+ 0.99%
$150K - $154K
349K $0
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.81K
New
$123K - $126K
2.81K $0
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
2.74K
New
$120K - $123K
2.74K $0
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
2.64K
+ 3.88%
$115K - $119K
70.7K $0
Nov 07, 2023 Q3 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
2.46K
+ 3.15%
$108K - $111K
80.5K $0
Oct 31, 2023 Q3 2023
Wolf Group Capital Advisors

BUY
 -
2.39K
+ 7.64%
$105K - $107K
33.7K $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.23K
+ 445.8%
$97.5K - $100K
2.73K $0
Nov 01, 2023 Q3 2023
Albion Financial Group

BUY
 -
2.06K
+ 7.84%
$89.9K - $92.4K
28.3K $0
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
2.01K
+ 2.47%
$88K - $90.4K
83.4K $0
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
1.89K
+ 3.04%
$82.8K - $85.1K
64.1K $0
Oct 04, 2023 Q3 2023
Windsor Capital Management, LLC

BUY
 -
1.33K
+ 0.99%
$58.1K - $59.7K
136K $0
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
1.23K
+ 1.95%
$53.7K - $55.2K
64.3K $0
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.22K
+ 17.36%
$53.6K - $55K
8.28K $0
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.01K
+ 3.52%
$44K - $45.2K
29.5K $0
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
612
New
$26.8K - $27.5K
612 $0
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
611
New
$26.7K - $27.5K
611 $0
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
449
+ 3.86%
$19.6K - $20.2K
12.1K $0

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