Purchases and Sales Made in Q1 2023 in Jp Morgan High Yield Research (JPHY)

JPHY Quotes by TradingView

This table provides information about the institutional ownership of Jp Morgan High Yield Research (JPHY) during Q1 2023. The information is specifically focused on institutions that hold shares of JP MORGAN HIGH YIELD RESEARCH .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
596K
+ 180.69%
$25.9M - $27.4M
926K $0
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
397K
New
$17.3M - $18.2M
397K $0
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
162K
New
$7.03M - $7.42M
162K $0
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
45K
+ 166.67%
$1.96M - $2.07M
72K $0
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
31.5K
+ 74.4%
$1.37M - $1.45M
73.8K $0
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
25.1K
New
$1.09M - $1.15M
25.1K $0
May 10, 2023 Q1 2023
Daniels&Tansey,Llp

BUY
 -
19.7K
New
$859K - $907K
19.7K $0
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
19.6K
New
$851K - $899K
19.6K $0
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
19.1K
+ 22.76%
$832K - $879K
103K $0
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
17.6K
+ 29.56%
$764K - $807K
77K $0
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7.43K
+ 2.33%
$323K - $341K
326K $0
Apr 17, 2023 Q1 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
7.26K
+ 9.13%
$316K - $333K
86.8K $0
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
4.52K
New
$197K - $208K
4.52K $0
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
4.2K
New
$183K - $193K
4.2K $0
Apr 18, 2023 Q1 2023
Albion Financial Group

BUY
 -
3.19K
+ 12.69%
$139K - $147K
28.3K $0
Apr 10, 2023 Q1 2023
Windsor Capital Management, LLC

BUY
 -
2.73K
+ 2.13%
$119K - $126K
131K $0
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.57K
+ 6.04%
$112K - $118K
45.1K $0
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.21K
+ 8.65%
$96K - $101K
27.7K $0
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.96K
+ 2.51%
$85.1K - $89.9K
79.9K $0
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
1.74K
+ 147.59%
$75.8K - $80.1K
2.92K $0
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
1.74K
+ 2.41%
$75.5K - $79.7K
73.9K $0
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
1.47K
+ 11.01%
$63.9K - $67.4K
14.8K $0
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
690
+ 0.89%
$30K - $31.7K
78.4K $0
Apr 10, 2023 Q1 2023
Royal Fund Management, LLC

BUY
 -
559
+ 0.84%
$24.3K - $25.7K
67.4K $0
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
534
+ 2.2%
$23.2K - $24.5K
24.8K $0
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
439
New
$19.1K - $20.2K
439 $0
May 15, 2023 Q1 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
250
+ 15.63%
$10.9K - $11.5K
1.85K $0
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
238
+ 4.78%
$10.4K - $10.9K
5.22K $0
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
229
+ 2.14%
$9.96K - $10.5K
10.9K $0
May 19, 2023 Q1 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
32
+ 0.25%
$1.39K - $1.47K
12.7K $0
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
16
+ 0.28%
$696 - $735
5.68K $0
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
13
New
$566 - $597
13 $0
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4
+ 1.9%
$174 - $184
214 $0
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-68
- 3.02%
$2.96K - $3.12K
2.18K $0
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-185
- 48.56%
$8.05K - $8.5K
196 $0
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-185
- 11.81%
$8.05K - $8.5K
1.38K $0
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-200
- 7.03%
$8.7K - $9.19K
2.65K $0
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-210
- 3.24%
$9.14K - $9.65K
6.28K $0
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-212
- 2.73%
$9.22K - $9.74K
7.54K $0
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-374
- 27.52%
$16.3K - $17.2K
985 $0
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-381
- 78.07%
$16.6K - $17.5K
107 $0
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

SELL
 -
-413
- 5.47%
$18K - $19K
7.13K $0
Apr 17, 2023 Q1 2023
Kcs Wealth Advisory

SELL
 -
-555
- 3.12%
$24.1K - $25.5K
17.2K $0
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
SELL
 -
-1.05K
- 6.06%
$45.6K - $48.2K
16.3K $0
May 15, 2023 Q1 2023
Wolf Group Capital Advisors

SELL
 -
-1.82K
- 5.77%
$79.3K - $83.7K
29.8K $0
Apr 12, 2024 Q1 2023
Lane & Associates LLC

Moorestown, NJ
SELL
 -
-2.31K
- 10.01%
$101K - $106K
20.8K $0
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-3.24K
- 2.45%
$141K - $149K
129K $0
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-4.08K
- 18.53%
$178K - $187K
17.9K $0
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-6.33K
- 6.77%
$275K - $291K
87.1K $0

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