Integrated Wealth Concepts LLC Jp Morgan High Yield Research Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

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 17,795 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,795
Previous 21,160 15.9%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-3,365 Reduced 15.9%
17,795 $0
Q1 2025

May 15, 2025
SELL
N/A
-438 Reduced 2.03%
21,160 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-2,177 Reduced 9.16%
21,598 $0
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

# of Institutions
114
Shares Held
9.25M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN HIGH YIELD RESEARCH

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