Cary Street Partners Investment Advisory LLC Jp Morgan High Yield Research Transaction History

Cary Street Partners Investment Advisory LLC

$173 Billion
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	SELL	$0.0 - $44.74 $0 - $4,474	-100 Reduced 66.67%	50 $2,000
Q4 2022 Feb 14, 2023	BUY	$42.82 - $45.24 $6,423 - $6,786	150 New	150 $6,000

Others Institutions Holding JPHY

# of Institutions

109

Shares Held

12.1M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

2.2M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.53M
Shares

$0
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.07M
Shares

$0
0.0% of portfolio
Envestnet Asset Management Inc

764K
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

722K
Shares

$0
0.0% of portfolio

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