Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023

BUY
$42.82 - $45.24 $27,233 - $28,772
636 Added 12.86%
5,583 $244,000
Q3 2022

Nov 14, 2022

BUY
N/A
4,947 New
4,947 $210,000
Q2 2022

Aug 04, 2022

SELL
N/A
-8,922 Closed
0 $0
Q1 2022

May 09, 2022

BUY
N/A
3,531 Added 65.5%
8,922 $436,000
Q4 2021

Feb 04, 2022

BUY
N/A
5,391 New
5,391 $279,000

Others Institutions Holding JPHY

About JP MORGAN HIGH YIELD RESEARCH


  • Ticker JPHY
  • Sector ETFs
  • Industry ETFs
More about JPHY
Track This Portfolio

Track Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, 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 Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.