Purchases and Sales Made in Q4 2023 in Jp Morgan High Yield Research (JPHY)
This table provides information about the institutional ownership of Jp Morgan High Yield Research (JPHY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
510K+ 54844.84% |
$21.8M - $23.7M
|
511K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
170K+ 5.45% |
$7.25M - $7.88M
|
3.28M
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
153K+ 55.13% |
$6.54M - $7.11M
|
430K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
150K+ 104.24% |
$6.43M - $6.99M
|
295K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
95.2KNew |
$4.07M - $4.42M
|
95.2K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
91.5K+ 63.21% |
$3.91M - $4.25M
|
236K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
88.2K+ 50.84% |
$3.77M - $4.1M
|
262K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
65.4K+ 44.37% |
$2.8M - $3.04M
|
213K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
48.5KNew |
$2.08M - $2.25M
|
48.5K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42K+ 22.01% |
$1.8M - $1.95M
|
233K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
41.4KNew |
$1.77M - $1.92M
|
41.4K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
38.4K+ 41.1% |
$1.64M - $1.78M
|
132K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.2K+ 13.98% |
$1.55M - $1.68M
|
295K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.7K+ 21.96% |
$1.31M - $1.42M
|
170K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.1KNew |
$817K - $888K
|
19.1K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14K+ 3.33% |
$600K - $652K
|
435K
$0
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
11.5KNew |
$492K - $534K
|
11.5K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.8KNew |
$464K - $504K
|
10.8K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.81KNew |
$334K - $363K
|
7.81K
$0
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.73K+ 29.62% |
$245K - $266K
|
25.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.24K+ 17.74% |
$224K - $243K
|
34.8K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
5KNew |
$214K - $232K
|
5K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5K+ 7.78% |
$214K - $232K
|
69.3K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
4.78KNew |
$204K - $222K
|
4.78K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.36KNew |
$186K - $203K
|
4.36K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.82K+ 18.2% |
$163K - $177K
|
24.8K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3.35K+ 10.04% |
$143K - $156K
|
36.7K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.93K+ 32.06% |
$125K - $136K
|
12.1K
$0
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.74KNew |
$117K - $128K
|
2.74K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.65K+ 49.28% |
$113K - $123K
|
8.03K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.52K+ 24.65% |
$108K - $117K
|
12.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 26.62% |
$103K - $112K
|
11.5K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2K+ 16.52% |
$85.3K - $92.7K
|
14.1K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.95KNew |
$83.4K - $90.7K
|
1.95K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.67K+ 19.14% |
$71.6K - $77.8K
|
10.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 58.62% |
$70.4K - $76.5K
|
4.45K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.56K+ 1.88% |
$66.9K - $72.7K
|
84.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.55K+ 20.79% |
$66.3K - $72.1K
|
9.01K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
995+ 162.85% |
$42.6K - $46.2K
|
1.61K
$0
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
817New |
$34.9K - $38K
|
817
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
673New |
$28.8K - $31.3K
|
673
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
671New |
$28.7K - $31.2K
|
671
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
575+ 0.81% |
$24.6K - $26.7K
|
71.2K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
508New |
$21.7K - $23.6K
|
508
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
508New |
$21.7K - $23.6K
|
508
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
478+ 10.02% |
$20.4K - $22.2K
|
5.25K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
470+ 2.47% |
$20.1K - $21.8K
|
19.5K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
434+ 15.84% |
$18.6K - $20.2K
|
3.17K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400New |
$17.1K - $18.6K
|
400
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
265+ 9.71% |
$11.3K - $12.3K
|
2.99K
$0
|