Acorn Wealth Advisors, LLC Jp Morgan High Yield Research Transaction History

Acorn Wealth Advisors, LLC

  • $293 Million
  • Q3 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 6,531 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,531
Previous 7,091 7.9%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
N/A
-560 Reduced 7.9%
6,531 $0
Q2 2025

Aug 13, 2025
BUY
N/A
234 Added 3.41%
7,091 $0
Q1 2025

May 01, 2025
SELL
N/A
-7 Reduced 0.1%
6,857 $0
Q4 2024

Feb 04, 2025
SELL
N/A
-2,186 Reduced 24.15%
6,864 $0
Q3 2024

Nov 13, 2024
BUY
N/A
1,366 Added 17.78%
9,050 $0
Q2 2024

Jul 30, 2024
BUY
N/A
776 Added 11.23%
7,684 $0
Q1 2024

Apr 26, 2024
BUY
$0.0 - $46.09 $0 - $2,949
64 Added 0.94%
6,908 $0
Q4 2023

Feb 07, 2024
SELL
$42.77 - $46.47 $16,637 - $18,076
-389 Reduced 5.38%
6,844 $314,000
Q3 2023

Nov 07, 2023
BUY
$43.75 - $44.94 $2,668 - $2,741
61 Added 0.85%
7,233 $317,000
Q2 2023

Aug 02, 2023
SELL
$0.0 - $44.74 $0 - $16,464
-368 Reduced 4.88%
7,172 $319,000
Q1 2023

May 09, 2023
SELL
$43.5 - $45.93 $9,222 - $9,737
-212 Reduced 2.73%
7,540 $338,000
Q4 2022

Feb 10, 2023
SELL
$42.82 - $45.24 $47,573 - $50,261
-1,111 Reduced 12.54%
7,752 $339,000
Q3 2022

Nov 09, 2022
SELL
N/A
-1,006 Reduced 10.19%
8,863 $376,000
Q2 2022

Aug 08, 2022
BUY
N/A
166 Added 1.71%
9,869 $430,000
Q1 2022

May 03, 2022
BUY
N/A
204 Added 2.15%
9,703 $475,000
Q4 2021

Feb 14, 2022
BUY
N/A
1,012 Added 11.92%
9,499 $492,000
Q3 2021

Nov 12, 2021
BUY
N/A
1,010 Added 13.51%
8,487 $442,000
Q2 2021

Aug 16, 2021
BUY
N/A
1,172 Added 18.59%
7,477 $391,000
Q1 2021

May 14, 2021
SELL
N/A
-8 Reduced 0.13%
6,305 $325,000
Q4 2020

Feb 16, 2021
BUY
N/A
845 Added 15.45%
6,313 $328,000
Q3 2020

Nov 04, 2020
SELL
N/A
-497 Reduced 8.33%
5,468 $273,000
Q2 2020

Aug 19, 2020
BUY
N/A
46 Added 0.78%
5,965 $290,000
Q1 2020

May 13, 2020
SELL
N/A
-444 Reduced 6.98%
5,919 $261,000
Q4 2019

Feb 07, 2020
BUY
N/A
930 Added 17.12%
6,363 $330,000
Q3 2019

Nov 21, 2019
BUY
N/A
5,433 New
5,433 $278,000

Others Institutions Holding JPHY

# of Institutions
111
Shares Held
9.54M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN HIGH YIELD RESEARCH

JPHY Quotes by TradingView
  • Ticker JPHY
  • Sector ETFs
  • Industry ETFs
More about JPHY
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email