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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
9,651
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1975.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
8,246
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 98.48%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
7,893
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 52.22%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
7,603
shares
|
$0
0.19% of portfolio
|
Q2 2025
Reduced 89.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,301
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 36.1%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
7,091
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
6,637
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,924
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
5,884
shares
|
$0
0.12% of portfolio
|
Q2 2025
Reduced 62.16%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
5,784
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 12, 2025 Q2 2025 |
5,717
shares
|
$0
3.01% of portfolio
|
Q2 2025
Reduced 92.67%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
5,475
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,392
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
5,387
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 14.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
4,995
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
4,982
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,829
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,678
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,668
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,601
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.19%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,528
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
4,517
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
3,601
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,594
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,949
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 50.41%
|