Acorn Financial Advisory Services Inc Jp Morgan High Yield Research Transaction History

Acorn Financial Advisory Services Inc

  • $538 Million
  • Q3 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 5,037 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,037
Previous 4,517 11.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2025
BUY
N/A
520 Added 11.51%
5,037 $0
Q2 2025

Jul 28, 2025
BUY
N/A
4,517 New
4,517 $0
Q4 2024

Feb 14, 2025
BUY
N/A
4,521 New
4,521 $0
Q4 2023

Jan 17, 2024
BUY
$42.77 - $46.47 $186,477 - $202,609
4,360 New
4,360 $200,000
Q4 2022

Jan 20, 2023
BUY
$42.82 - $45.24 $2,141 - $2,262
50 Added 1.02%
4,956 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-342 Reduced 6.52%
4,906 $208,000
Q2 2022

Jul 12, 2022
SELL
N/A
-876 Reduced 14.3%
5,248 $229,000
Q1 2022

Apr 18, 2022
SELL
N/A
-746 Reduced 10.86%
6,124 $300,000
Q4 2021

Jan 31, 2022
BUY
N/A
216 Added 3.25%
6,870 $356,000
Q3 2021

Nov 15, 2021
BUY
N/A
1,745 Added 35.55%
6,654 $346,000
Q2 2021

Jul 23, 2021
BUY
N/A
124 Added 2.59%
4,909 $257,000
Q1 2021

Apr 12, 2021
SELL
N/A
-97 Reduced 1.99%
4,785 $247,000
Q4 2020

Jan 25, 2021
BUY
N/A
385 Added 8.56%
4,882 $253,000
Q3 2020

Oct 15, 2020
BUY
N/A
4,497 New
4,497 $225,000

Others Institutions Holding JPHY

# of Institutions
111
Shares Held
9.48M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN HIGH YIELD RESEARCH

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