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 110 institutions that hold shares in the stock, with a total of 12.2 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 |
May 07, 2025 Q1 2025 |
1,528,344
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,072,478
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
764,363
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
722,001
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
608,536
shares
|
$0
0.08% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
564,813
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
541,193
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
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 |
May 12, 2025 Q1 2025 |
473,374
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
318,453
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
312,551
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
250,256
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
216,185
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
145,839
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 30.35%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
127,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 179.74%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
118,562
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
99,877
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
98,262
shares
|
$0
0.06% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
97,560
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
89,610
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
87,822
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
82,949
shares
|
$0
0.83% of portfolio
|
Q3 2023
Added 321.49%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
77,970
shares
|
$0
2.01% of portfolio
|
Q1 2025
Added 46.19%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
72,654
shares
|
$0
1.85% of portfolio
|
Q1 2025
Reduced 3.65%
|