Institutional Ownership Jp Morgan High Yield Research (JPHY)
This table provides information about the institutional ownership of Jp Morgan High Yield Research (JPHY). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 9.03 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,197,140
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 72.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,006,055
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 34.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
887,664
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
541,156
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
532,095
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 18.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
460,964
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
434,642
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 39.8%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
366,052
shares
|
$0
0.04% of portfolio
|
Q2 2025
Reduced 39.85%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
320,194
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 58.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
183,166
shares
|
$0
0.03% of portfolio
|
Q2 2025
Reduced 41.4%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
140,512
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 43.85%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
127,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 179.74%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
115,019
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
108,434
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
103,486
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
103,361
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
94,204
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
82,949
shares
|
$0
0.83% of portfolio
|
Q3 2023
Added 321.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
74,881
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 111.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
74,491
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 48.92%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
74,049
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
62,648
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
52,715
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
52,376
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 41.55%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
51,186
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|