Purchases and Sales Made in Q2 2023 in Jp Morgan High Yield Research (JPHY)
This table provides information about the institutional ownership of Jp Morgan High Yield Research (JPHY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
272K+ 320.25% |
$0 - $12.2M
|
357K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
86KNew |
$0 - $3.85M
|
86K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
62.2KNew |
$0 - $2.78M
|
62.2K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
48.9K+ 67.87% |
$0 - $2.19M
|
121K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.3K+ 26.15% |
$0 - $864K
|
93.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19K+ 5.82% |
$0 - $850K
|
345K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
16KNew |
$0 - $715K
|
16K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.6K+ 2.93% |
$0 - $520K
|
409K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.96K+ 9.66% |
$0 - $446K
|
113K
$0
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
8.27K+ 88.1% |
$0 - $370K
|
17.7K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.93KNew |
$0 - $220K
|
4.93K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.24K+ 33.45% |
$0 - $190K
|
16.9K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.23K+ 16.85% |
$0 - $189K
|
29.3K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.03K+ 382.24% |
$0 - $180K
|
5.08K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.55K+ 7.88% |
$0 - $159K
|
48.6K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.19K+ 2.43% |
$0 - $142K
|
134K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.85K+ 3.7% |
$0 - $128K
|
79.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.77K+ 6.14% |
$0 - $124K
|
47.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.99K+ 12.26% |
$0 - $89.2K
|
18.3K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.8K+ 25.19% |
$0 - $80.4K
|
8.93K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.55K+ 5.21% |
$0 - $69.3K
|
31.3K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.47K+ 1.84% |
$0 - $65.9K
|
81.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
819+ 2.96% |
$0 - $36.6K
|
28.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
772+ 12.29% |
$0 - $34.5K
|
7.05K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
683+ 6.24% |
$0 - $30.6K
|
11.6K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
616+ 0.91% |
$0 - $27.6K
|
68K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
544+ 9.58% |
$0 - $24.3K
|
6.23K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
152+ 2.91% |
$0 - $6.8K
|
5.37K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 1.4% |
$0 - $134
|
217
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-15- 0.69% |
$0 - $671
|
2.17K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-57- 0.29% |
$0 - $2.55K
|
19.7K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 66.67% |
$0 - $4.47K
|
50
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-118- 4.04% |
$0 - $5.28K
|
2.81K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-140- 2.04% |
$0 - $6.26K
|
6.71K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-366- 2.12% |
$0 - $16.4K
|
16.9K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-368- 4.88% |
$0 - $16.5K
|
7.17K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-378- 14.29% |
$0 - $16.9K
|
2.27K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-452- 32.71% |
$0 - $20.2K
|
930
$0
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.1KClosed |
$0 - $49.2K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.44K- 1.12% |
$0 - $64.4K
|
128K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.59K- 6.39% |
$0 - $71K
|
23.2K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.1K- 49.95% |
$0 - $93.9K
|
2.1K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-2.13K- 7.52% |
$0 - $95.3K
|
26.2K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-2.56K- 17.31% |
$0 - $115K
|
12.2K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.5K- 8.64% |
$0 - $336K
|
79.3K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9.06K- 10.4% |
$0 - $405K
|
78.1K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.8K- 14.64% |
$0 - $484K
|
63.1K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-11.4K- 14.55% |
$0 - $511K
|
67.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.6K- 14.8% |
$0 - $519K
|
66.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.4K- 2.2% |
$0 - $914K
|
906K
$0
|