Ae Wealth Management LLC Jp Morgan High Yield Research Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Ae Wealth Management LLC holds 100 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Holding current value
$0
% of portfolio
0.0%

Shares

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

Nov 03, 2025
BUY
N/A
100 New
100 $0
Q1 2025

May 06, 2025
BUY
N/A
86 New
86 $0
Q1 2022

Apr 18, 2022
SELL
N/A
-5,593 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
N/A
5,593 New
5,593 $290,000
Q2 2021

Jul 21, 2021
SELL
N/A
-6,306 Closed
0 $0
Q1 2021

Apr 27, 2021
SELL
N/A
-937 Reduced 12.94%
6,306 $325,000
Q4 2020

Feb 01, 2021
BUY
N/A
226 Added 3.22%
7,243 $376,000
Q3 2020

Nov 06, 2020
SELL
N/A
-564 Reduced 7.44%
7,017 $351,000
Q2 2020

Aug 05, 2020
BUY
N/A
7,581 New
7,581 $368,000

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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