Creative One Wealth, LLC Jp Morgan High Yield Research Transaction History

Creative One Wealth, LLC

  • $1.97 Billion
  • Q2 2024

A detailed history of Creative One Wealth, LLC transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Creative One Wealth, LLC holds 28,977 shares of JPHY stock, worth $0. This represents 0.07% of its overall portfolio holdings.

Number of Shares
28,977
Previous 22,908 26.49%
Holding current value
$0
Previous $1.06 Million 25.24%
% of portfolio
0.07%
Previous 0.04%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
N/A
6,069 Added 26.49%
28,977 $1.33 Million
Q1 2024

May 14, 2024
BUY
$0.0 - $46.09 $0 - $156,245
3,390 Added 17.37%
22,908 $1.06 Million
Q4 2023

Feb 09, 2024
BUY
$42.77 - $46.47 $20,101 - $21,840
470 Added 2.47%
19,518 $896,000
Q3 2023

Oct 17, 2023
BUY
$43.75 - $44.94 $630,000 - $647,136
14,400 Added 309.81%
19,048 $836,000
Q2 2023

Aug 16, 2023
SELL
$0.0 - $44.74 $0 - $1.94 Million
-43,255 Reduced 90.3%
4,648 $207,000
Q2 2023

Aug 14, 2023
BUY
$0.0 - $44.74 $0 - $124,064
2,773 Added 6.14%
47,903 $2.09 Million
Q1 2023

May 15, 2023
BUY
$43.5 - $45.93 $111,882 - $118,131
2,572 Added 6.04%
45,130 $2.03 Million
Q4 2022

Feb 14, 2023
SELL
$42.82 - $45.24 $565,395 - $597,348
-13,204 Reduced 23.68%
42,558 $1.87 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-2,986 Reduced 5.08%
55,762 $2.36 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-9,447 Reduced 13.85%
58,748 $2.56 Million
Q1 2022

May 13, 2022
BUY
N/A
18,101 Added 36.13%
68,195 $3.34 Million
Q4 2021

Feb 15, 2022
SELL
N/A
-667 Reduced 1.31%
50,094 $2.59 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-41,697 Reduced 45.1%
50,761 $2.66 Million
Q2 2021

Aug 13, 2021
BUY
N/A
5,721 Added 6.6%
92,458 $4.84 Million
Q1 2021

May 17, 2021
SELL
N/A
-4,431 Reduced 4.86%
86,737 $4.47 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-28,992 Reduced 24.13%
91,168 $4.73 Million
Q3 2020

Nov 13, 2020
BUY
N/A
54,299 Added 82.44%
120,160 $6.01 Million
Q2 2020

Aug 13, 2020
BUY
N/A
41,968 Added 175.65%
65,861 $3.2 Million
Q1 2020

May 14, 2020
SELL
N/A
-38,897 Reduced 61.95%
23,893 $1.06 Million
Q4 2019

Feb 13, 2020
SELL
N/A
-32,159 Reduced 33.87%
62,790 $3.25 Million
Q3 2019

Nov 13, 2019
BUY
N/A
9,279 Added 10.83%
94,949 $4.87 Million
Q2 2019

Aug 15, 2019
BUY
N/A
18,784 Added 28.08%
85,670 $4.38 Million
Q1 2019

May 15, 2019
BUY
N/A
39,480 Added 144.06%
66,886 $3.37 Million
Q4 2018

Feb 14, 2019
BUY
N/A
20,357 Added 288.79%
27,406 $1.31 Million
Q3 2018

Nov 14, 2018
BUY
N/A
7,049 New
7,049 $350,000

Others Institutions Holding JPHY

# of Institutions
100
Shares Held
21.9M
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
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More about JPHY
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