5 T Wealth, LLC Jp Morgan High Yield Research Transaction History

5 T Wealth, LLC

  • $229 Billion
  • Q3 2025

A detailed history of 5 T Wealth, LLC transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, 5 T Wealth, LLC holds 27,745 shares of JPHY stock, worth $0. This represents 0.57% of its overall portfolio holdings.

Number of Shares
27,745
Previous 19,335 43.5%
Holding current value
$0
Previous $902 Million 44.6%
% of portfolio
0.57%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
N/A
8,410 Added 43.5%
27,745 $1.3 Billion
Q2 2025

Aug 05, 2025
SELL
N/A
-12,505 Reduced 39.27%
19,335 $902 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-5,746 Reduced 15.29%
31,840 $1.47 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
37,586 New
37,586 $1.73 Billion

Others Institutions Holding JPHY

# of Institutions
115
Shares Held
9.26M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN HIGH YIELD RESEARCH

JPHY Quotes by TradingView
  • Ticker JPHY
  • Sector ETFs
  • Industry ETFs
More about JPHY
Track This Portfolio

Track 5 T Wealth, LLC Portfolio

Follow 5 T Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email