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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-55.5K- 15.12% |
N/A
|
311K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-265- 92.98% |
N/A
|
20
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
7.03K+ 60.43% |
N/A
|
18.7K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.3K+ 16.1% |
N/A
|
81.2K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.23K+ 38.54% |
N/A
|
22.4K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.54K- 7.5% |
N/A
|
31.3K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
384+ 62.34% |
N/A
|
1K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18+ 7.76% |
N/A
|
250
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.7K+ 12.47% |
N/A
|
629K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.88K+ 88.95% |
N/A
|
10.4K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.68K+ 2.81% |
N/A
|
317K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-174- 2.51% |
N/A
|
6.76K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.99K+ 61.58% |
N/A
|
10.5K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-660- 0.51% |
N/A
|
128K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.45KNew |
N/A
|
4.45K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
66+ 9.81% |
N/A
|
739
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
446+ 2.25% |
N/A
|
20.2K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-725- 4.26% |
N/A
|
16.3K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11+ 0.21% |
N/A
|
5.23K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
48New |
N/A
|
48
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-334- 14.06% |
N/A
|
2.04K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
570+ 3.53% |
N/A
|
16.7K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 1.57% |
N/A
|
68.7K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.29K- 37.73% |
N/A
|
7.08K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.5K+ 3847.25% |
N/A
|
3.59K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.26K+ 43.0% |
N/A
|
10.8K
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
550+ 1.8% |
N/A
|
31.2K
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
119New |
N/A
|
119
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
12.4K+ 15.61% |
N/A
|
92.2K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16.7K+ 7.32% |
N/A
|
244K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.4K- 49.59% |
N/A
|
12.6K
$0
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.6K+ 23.62% |
N/A
|
92K
$0
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-873- 2.45% |
N/A
|
34.8K
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
194KNew |
N/A
|
194K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
82.8K+ 18.42% |
N/A
|
532K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
740+ 26.68% |
N/A
|
3.51K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
57New |
N/A
|
57
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.31K+ 27.2% |
N/A
|
6.12K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
12New |
N/A
|
12
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-476- 99.79% |
N/A
|
1
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-344- 6.79% |
N/A
|
4.72K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
284+ 11.85% |
N/A
|
2.68K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-240- 4.95% |
N/A
|
4.61K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-102- 2.65% |
N/A
|
3.74K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
185+ 4.19% |
N/A
|
4.6K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19New |
N/A
|
19
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-40- 0.33% |
N/A
|
12.1K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
4.57KNew |
N/A
|
4.57K
$0
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
67New |
N/A
|
67
$0
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
65New |
$0 - $3K
|
65
$0
|
|