Latest Institutional Transactions on Jp Morgan High Yield Research (JPHY)
This table provides information on the latest institutional transactions involving Jp Morgan High Yield Research (JPHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
816+ 17.44% |
N/A
|
5.49K
$0
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-120- 56.6% |
N/A
|
92
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-739- 13.35% |
N/A
|
4.8K
$0
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-224- 36.6% |
N/A
|
388
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.14K+ 5.0% |
N/A
|
24K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
141+ 1.35% |
N/A
|
10.6K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
96New |
N/A
|
96
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.46KNew |
N/A
|
3.46K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.22K+ 3.57% |
N/A
|
35.3K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.7K+ 21.38% |
N/A
|
101K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
639+ 3.59% |
N/A
|
18.4K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-170- 0.4% |
N/A
|
42.3K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23- 0.35% |
N/A
|
6.61K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
84.8K+ 565.89% |
N/A
|
99.7K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86.3K+ 9.73% |
N/A
|
974K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.36% |
N/A
|
555
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.93K+ 18.83% |
N/A
|
62.6K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
957New |
N/A
|
957
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-93.3K- 86.08% |
N/A
|
15.1K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 16.06% |
N/A
|
86.5K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31.6K- 70.64% |
N/A
|
13.1K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.56% |
N/A
|
40
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.29K+ 15.64% |
N/A
|
9.54K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 43.41% |
N/A
|
623K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
22.2K+ 35.37% |
N/A
|
84.8K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.06KNew |
N/A
|
3.06K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
369+ 6.27% |
N/A
|
6.25K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
6.28KNew |
N/A
|
6.28K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 1.59% |
N/A
|
255
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.6K+ 3.6% |
N/A
|
190K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14K+ 143.65% |
N/A
|
23.8K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9.34K+ 9.04% |
N/A
|
113K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-189- 0.62% |
N/A
|
30.2K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.65K+ 0.46% |
N/A
|
1.01M
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1.2K- 10.41% |
N/A
|
10.3K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
96.8K+ 1693.13% |
N/A
|
103K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-245K- 45.31% |
N/A
|
296K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.92K+ 21.26% |
N/A
|
22.4K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93K+ 4.23% |
N/A
|
2.29M
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
4.4K+ 3.13% |
N/A
|
145K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.55K+ 2.07% |
N/A
|
471K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
346+ 33.92% |
N/A
|
1.37K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.4K+ 2156.92% |
N/A
|
1.47K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.6K+ 17.98% |
N/A
|
378K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-3.82K- 12.33% |
N/A
|
27.2K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.18K+ 2.32% |
N/A
|
96.4K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
169+ 3.39% |
N/A
|
5.15K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
70+ 11.27% |
N/A
|
691
$0
|
|