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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
135New |
N/A
|
135
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-290Closed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
35KNew |
N/A
|
35K
$0
|
|
| Q2 2021 | |||||||
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
BUY
|
- |
8.7KNew |
N/A
|
8.7K
$0
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.03KClosed |
N/A
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
7.6KNew |
N/A
|
7.6K
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-6.13KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.66KClosed |
N/A
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.24KClosed |
N/A
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
559New |
N/A
|
559
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.02KClosed |
N/A
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-985Closed |
N/A
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.94KClosed |
N/A
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.28KClosed |
N/A
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-6Closed |
N/A
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.81KClosed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.74KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.57K- 47.84% |
N/A
|
10.4K
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-58Closed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-544Closed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-7.76KClosed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.7KClosed |
N/A
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-75.3KClosed |
N/A
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Adviser Investments LLC
|
SELL
|
- |
-69KClosed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 24, 2020
Q4 2019
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-13.8KClosed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 16, 2019
Q2 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-119KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-865Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 08, 2019
Q1 2019
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 14, 2019
Q4 2018
|
Cx Institutional
|
SELL
|
- |
-2.01KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
72New |
N/A
|
72
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 03, 2018
Q1 2018
|
Newfound Research LLC
|
SELL
|
- |
-1.74KClosed |
N/A
|
0
$0
|
|