Kcs Wealth Advisory Jp Morgan High Yield Research Transaction History

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023

A detailed history of Kcs Wealth Advisory transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Kcs Wealth Advisory holds 10,579 shares of JPHY stock, worth $0. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,579
Previous 16,875 37.31%
Holding current value
$0
Previous $752,000 38.3%
% of portfolio
0.21%
Previous 0.27%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
SELL
$43.75 - $44.94 $275,450 - $282,942
-6,296 Reduced 37.31%
10,579 $464,000
Q2 2023

Jul 17, 2023
SELL
$0.0 - $44.74 $0 - $16,374
-366 Reduced 2.12%
16,875 $752,000
Q1 2023

Apr 17, 2023
SELL
$43.5 - $45.93 $24,142 - $25,491
-555 Reduced 3.12%
17,241 $774,000
Q4 2022

Feb 07, 2023
BUY
$42.82 - $45.24 $68,854 - $72,745
1,608 Added 9.93%
17,796 $780,000
Q3 2022

Oct 21, 2022
BUY
N/A
594 Added 3.81%
16,188 $686,000
Q2 2022

Jul 22, 2022
SELL
N/A
-2,401 Reduced 13.34%
15,594 $680,000
Q1 2022

Apr 13, 2022
SELL
N/A
-11,697 Reduced 39.39%
17,995 $880,000
Q4 2021

Jan 26, 2022
BUY
N/A
41 Added 0.14%
29,692 $1.54 Million
Q3 2021

Oct 20, 2021
SELL
N/A
-258 Reduced 0.86%
29,651 $1.54 Million
Q2 2021

Jul 27, 2021
BUY
N/A
1,016 Added 3.52%
29,909 $1.57 Million
Q1 2021

Apr 19, 2021
BUY
N/A
3,942 Added 15.8%
28,893 $1.49 Million
Q4 2020

Jan 28, 2021
BUY
N/A
2,539 Added 11.33%
24,951 $1.3 Million
Q3 2020

Oct 27, 2020
SELL
N/A
-2,049 Reduced 8.38%
22,412 $1.12 Million
Q2 2020

Jul 16, 2020
BUY
N/A
2,097 Added 9.38%
24,461 $1.19 Million
Q1 2020

Apr 28, 2020
SELL
N/A
-407 Reduced 1.79%
22,364 $991,000
Q4 2019

Jan 15, 2020
BUY
N/A
12,081 Added 113.01%
22,771 $1.18 Million
Q3 2019

Oct 29, 2019
BUY
N/A
10,690 New
10,690 $0

Others Institutions Holding JPHY

# of Institutions
105
Shares Held
25.1M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN HIGH YIELD RESEARCH

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