Acorn Wealth Advisors, LLC Jp Morgan High Yield Research Transaction History

Acorn Wealth Advisors, LLC

  • $222 Million
  • Q1 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 6,857 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,857
Previous 6,864 0.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
N/A
-7 Reduced 0.1%
6,857 $0
Q4 2024

Feb 04, 2025
SELL
N/A
-2,186 Reduced 24.15%
6,864 $0
Q3 2024

Nov 13, 2024
BUY
N/A
1,366 Added 17.78%
9,050 $0
Q2 2024

Jul 30, 2024
BUY
N/A
776 Added 11.23%
7,684 $0
Q1 2024

Apr 26, 2024
BUY
$0.0 - $46.09 $0 - $2,949
64 Added 0.94%
6,908 $0
Q4 2023

Feb 07, 2024
SELL
$42.77 - $46.47 $16,637 - $18,076
-389 Reduced 5.38%
6,844 $314,000
Q3 2023

Nov 07, 2023
BUY
$43.75 - $44.94 $2,668 - $2,741
61 Added 0.85%
7,233 $317,000
Q2 2023

Aug 02, 2023
SELL
$0.0 - $44.74 $0 - $16,464
-368 Reduced 4.88%
7,172 $319,000
Q1 2023

May 09, 2023
SELL
$43.5 - $45.93 $9,222 - $9,737
-212 Reduced 2.73%
7,540 $338,000
Q4 2022

Feb 10, 2023
SELL
$42.82 - $45.24 $47,573 - $50,261
-1,111 Reduced 12.54%
7,752 $339,000
Q3 2022

Nov 09, 2022
SELL
N/A
-1,006 Reduced 10.19%
8,863 $376,000
Q2 2022

Aug 08, 2022
BUY
N/A
166 Added 1.71%
9,869 $430,000
Q1 2022

May 03, 2022
BUY
N/A
204 Added 2.15%
9,703 $475,000
Q4 2021

Feb 14, 2022
BUY
N/A
1,012 Added 11.92%
9,499 $492,000
Q3 2021

Nov 12, 2021
BUY
N/A
1,010 Added 13.51%
8,487 $442,000
Q2 2021

Aug 16, 2021
BUY
N/A
1,172 Added 18.59%
7,477 $391,000
Q1 2021

May 14, 2021
SELL
N/A
-8 Reduced 0.13%
6,305 $325,000
Q4 2020

Feb 16, 2021
BUY
N/A
845 Added 15.45%
6,313 $328,000
Q3 2020

Nov 04, 2020
SELL
N/A
-497 Reduced 8.33%
5,468 $273,000
Q2 2020

Aug 19, 2020
BUY
N/A
46 Added 0.78%
5,965 $290,000
Q1 2020

May 13, 2020
SELL
N/A
-444 Reduced 6.98%
5,919 $261,000
Q4 2019

Feb 07, 2020
BUY
N/A
930 Added 17.12%
6,363 $330,000
Q3 2019

Nov 21, 2019
BUY
N/A
5,433 New
5,433 $278,000

Others Institutions Holding JPHY

# of Institutions
110
Shares Held
17.5M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN HIGH YIELD RESEARCH

JPHY Quotes by TradingView
  • Ticker JPHY
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