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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,020
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 43.96%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
863
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 45.65%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 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%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
525
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 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%
|
|
|
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%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
154
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
135
shares
|
$0
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
92
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 74.52%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
85
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
82
shares
|
$0
0.0% of portfolio
|
Q1 2022
Reduced 91.78%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
65
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 490.91%
|