Wealth Plan Partners, LLC Jp Morgan High Yield Research Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$43.5 - $45.93 $565 - $597	13 New	13 $584,000
Q4 2022 Feb 16, 2023	SELL	$42.82 - $45.24 $668,548 - $706,332	-15,613 Closed	0 $0
Q1 2022 May 03, 2022	BUY	N/A	183 Added 1.19%	15,613 $725,000
Q4 2021 Feb 01, 2022	BUY	N/A	211 Added 1.39%	15,430 $776,000
Q3 2021 Dec 09, 2021	BUY	N/A	33 Added 0.22%	15,219 $0
Q2 2021 Aug 19, 2021	BUY	N/A	256 Added 1.71%	15,186 $788,000
Q1 2021 May 11, 2021	SELL	N/A	-1,118 Reduced 6.97%	14,930 $772,000
Q4 2020 Feb 09, 2021	BUY	N/A	8 Added 0.05%	16,048 $836,000
Q3 2020 Dec 18, 2020	SELL	N/A	-1,966 Reduced 10.92%	16,040 $816,000
Q2 2020 Aug 19, 2020	SELL	N/A	-45 Reduced 0.25%	18,006 $910,000
Q1 2020 May 15, 2020	SELL	N/A	-548 Reduced 2.95%	18,051 $841,000
Q4 2019 Feb 14, 2020	SELL	N/A	-46 Reduced 0.25%	18,599 $969,000
Q3 2019 Nov 15, 2019	SELL	N/A	-178 Reduced 0.95%	18,645 $956,000
Q2 2019 Aug 19, 2019	SELL	N/A	-942 Reduced 4.77%	18,823 $961,000
Q1 2019 May 16, 2019	SELL	N/A	-19 Reduced 0.1%	19,765 $992,000
Q4 2018 Feb 20, 2019	BUY	N/A	132 Added 0.67%	19,784 $983,000
Q3 2018 Nov 21, 2018	SELL	N/A	-95 Reduced 0.48%	19,652 $949,000
Q2 2018 Aug 16, 2018	BUY	N/A	117 Added 0.6%	19,747 $977,000
Q1 2018 May 16, 2018	BUY	N/A	19,630 New	19,630 $981,000

Others Institutions Holding JPHY

# of Institutions

112

Shares Held

17.7M

Call Options Held

0

Put Options Held

0

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