Gradient Investments LLC Jp Morgan High Yield Research Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 27, 2023	SELL	$43.75 - $44.94 $7,875 - $8,089	-180 Reduced 12.56%	1,253 $54,000
Q1 2023 Apr 17, 2023	SELL	$43.5 - $45.93 $17.3 Million - $18.2 Million	-396,738 Reduced 99.64%	1,433 $64,000
Q4 2022 Jan 10, 2023	BUY	$42.82 - $45.24 $4.37 Million - $4.62 Million	102,074 Added 34.47%	398,171 $0
Q3 2022 Oct 14, 2022	BUY	N/A	295,752 Added 85725.22%	296,097 $12.6 Million
Q2 2022 Jul 11, 2022	SELL	N/A	-214,913 Reduced 99.84%	345 $15,000
Q1 2022 May 26, 2022	SELL	N/A	-24,529 Reduced 10.23%	215,258 $10.5 Million
Q4 2021 Jan 12, 2022	SELL	N/A	-533,370 Reduced 68.99%	239,787 $12.4 Million
Q3 2021 Oct 18, 2021	BUY	N/A	100,159 Added 14.88%	773,157 $40.3 Million
Q2 2021 Jul 12, 2021	BUY	N/A	9,241 Added 1.39%	672,998 $35.2 Million
Q1 2021 Apr 21, 2021	BUY	N/A	350,141 Added 111.65%	663,757 $34.2 Million
Q4 2020 Jan 08, 2021	SELL	N/A	-2,462 Reduced 0.78%	313,616 $15.7 Million
Q3 2020 Oct 06, 2020	BUY	N/A	60,876 Added 23.85%	316,078 $15.8 Million
Q2 2020 Jul 10, 2020	BUY	N/A	116,852 Added 84.46%	255,202 $12.4 Million
Q1 2020 Apr 07, 2020	BUY	N/A	52,564 Added 61.27%	138,350 $6.13 Million
Q4 2019 Jan 15, 2020	BUY	N/A	3,091 Added 3.74%	85,786 $4.44 Million
Q3 2019 Oct 10, 2019	BUY	N/A	11,426 Added 16.03%	82,695 $4.25 Million
Q2 2019 Jul 16, 2019	BUY	N/A	11,785 Added 19.81%	71,269 $3.64 Million
Q1 2019 Apr 11, 2019	BUY	N/A	7,774 Added 15.03%	59,484 $3 Million
Q4 2018 Jan 18, 2019	SELL	N/A	-1,263 Reduced 2.38%	51,710 $2.46 Million
Q3 2018 Oct 11, 2018	BUY	N/A	1,313 Added 2.54%	52,973 $2.64 Million
Q2 2018 Aug 09, 2018	SELL	N/A	-338 Reduced 0.65%	51,660 $2.56 Million
Q1 2018 Apr 11, 2018	BUY	N/A	48,717 Added 1484.82%	51,998 $2.6 Million
Q4 2017 Feb 07, 2018	BUY	N/A	3,281	3,281 $168,000

Others Institutions Holding JPHY

# of Institutions

104

Shares Held

25.1M

Call Options Held

Put Options Held

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