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 114 institutions that hold shares in the stock, with a total of 9.25 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
3,601
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,997
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,973
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 172.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,417
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 147.29%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
1,339
shares
|
$0
0.04% of portfolio
|
Q2 2025
Reduced 37.46%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,334
shares
|
$0
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,175
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 29.85%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,061
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 22.94%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,020
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 43.96%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
775
shares
|
$0
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
760
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
621
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
612
shares
|
$0
0.07% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
553
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
398
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
375
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
357
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
322
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
301
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
251
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
250
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
212
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
196
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 87.29%
|