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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
11,426
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 42.34%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
10,579
shares
|
$0
0.21% of portfolio
|
Q3 2023
Reduced 37.31%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
10,426
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
9,163
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 27.12%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
8,727
shares
|
$0
0.09% of portfolio
|
Q1 2025
Added 27.35%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
7,666
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,339
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,151
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
6,857
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
6,195
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
6,178
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
6,133
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
5,932
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
5,771
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,763
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 75.74%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
5,720
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
5,473
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
5,387
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 14.14%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,829
shares
|
$0
0.0% of portfolio
|
Q1 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%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,935
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,930
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,921
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 92.11%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,601
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
3,593
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.03%
|