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

Acorn Financial Advisory Services Inc

$498 Million
Q2 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 4,517 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,517

Holding current value

% of portfolio

0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

109

Shares Held

10.8M

Call Options Held

Put Options Held

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