Purchases and Sales Made in Q3 2024 in Jp Morgan High Yield Research (JPHY)
This table provides information about the institutional ownership of Jp Morgan High Yield Research (JPHY) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34+ 0.68% |
N/A
|
5.05K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18+ 7.76% |
N/A
|
250
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 0.3% |
N/A
|
6.07K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11+ 0.21% |
N/A
|
5.23K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 2.16% |
N/A
|
237
$0
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 2.11% |
N/A
|
145
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.78% |
N/A
|
37
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16- 4.09% |
N/A
|
375
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-67- 14.96% |
N/A
|
381
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-174- 2.51% |
N/A
|
6.76K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-265- 92.98% |
N/A
|
20
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-334- 14.06% |
N/A
|
2.04K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-402- 3.45% |
N/A
|
11.2K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-504- 10.09% |
N/A
|
4.49K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-660- 0.51% |
N/A
|
128K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-725- 4.26% |
N/A
|
16.3K
$0
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-873- 2.45% |
N/A
|
34.8K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-960- 2.12% |
N/A
|
44.3K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-999- 1.13% |
N/A
|
87.4K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.54K- 13.94% |
N/A
|
9.49K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.67K- 26.58% |
N/A
|
4.62K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.86K- 3.63% |
N/A
|
49.4K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.96K- 4.55% |
N/A
|
41.2K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-2.24K- 5.6% |
N/A
|
37.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.39K- 0.29% |
N/A
|
810K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.54K- 7.5% |
N/A
|
31.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.88K- 24.5% |
N/A
|
8.88K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.29K- 37.73% |
N/A
|
7.08K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.13K- 17.75% |
N/A
|
23.8K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.4K- 49.59% |
N/A
|
12.6K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-19.7K- 60.22% |
N/A
|
13K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-55.5K- 15.12% |
N/A
|
311K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63.3K- 4.49% |
N/A
|
1.35M
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-72.8K- 59.81% |
N/A
|
48.9K
$0
|