A detailed history of Integrated Wealth Concepts LLC transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 23,775 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,775
Previous 28,907 17.75%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
N/A
-5,132 Reduced 17.75%
23,775 $0
Q2 2024

Aug 14, 2024

BUY
N/A
16,469 Added 132.41%
28,907 $0
Q1 2024

May 15, 2024

SELL
$0.0 - $46.09 $0 - $14,702
-319 Reduced 2.5%
12,438 $0
Q4 2023

Feb 13, 2024

BUY
$42.77 - $46.47 $107,908 - $117,243
2,523 Added 24.65%
12,757 $585,000
Q3 2023

Nov 15, 2023

BUY
$43.75 - $44.94 $232,225 - $238,541
5,308 Added 107.75%
10,234 $449,000
Q2 2023

Aug 15, 2023

BUY
$0.0 - $44.74 $0 - $220,389
4,926 New
4,926 $219,000

Others Institutions Holding JPHY

About JP MORGAN HIGH YIELD RESEARCH


  • Ticker JPHY
  • Sector ETFs
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