Mission Wealth Management, LP Jp Morgan High Yield Research Transaction History

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Mission Wealth Management, LP holds 81,235 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
81,235
Previous 69,967 16.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 31, 2024
BUY
N/A
11,268 Added 16.1%
81,235 $0
Q2 2024

Aug 02, 2024
SELL
N/A
-10,949 Reduced 13.53%
69,967 $0
Q1 2024

Apr 30, 2024
BUY
$0.0 - $46.09 $0 - $535,704
11,623 Added 16.77%
80,916 $0
Q4 2023

Feb 05, 2024
BUY
$42.77 - $46.47 $213,850 - $232,350
5,000 Added 7.78%
69,293 $3.18 Million
Q3 2023

Oct 23, 2023
BUY
$43.75 - $44.94 $53,725 - $55,186
1,228 Added 1.95%
64,293 $2.82 Million
Q2 2023

Aug 04, 2023
SELL
$0.0 - $44.74 $0 - $484,086
-10,820 Reduced 14.64%
63,065 $2.81 Million
Q1 2023

Apr 07, 2023
BUY
$43.5 - $45.93 $75,516 - $79,734
1,736 Added 2.41%
73,885 $3.32 Million
Q4 2022

Feb 02, 2023
SELL
$42.82 - $45.24 $566,465 - $598,479
-13,229 Reduced 15.49%
72,149 $3.16 Million
Q3 2022

Oct 12, 2022
SELL
N/A
-11,484 Reduced 11.86%
85,378 $3.62 Million
Q2 2022

Jul 27, 2022
BUY
N/A
12,422 Added 14.71%
96,862 $4.22 Million
Q1 2022

Apr 25, 2022
SELL
N/A
-40,539 Reduced 32.44%
84,440 $4.13 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-23,145 Reduced 15.63%
124,979 $6.47 Million
Q3 2021

Nov 05, 2021
SELL
N/A
-9,834 Reduced 6.23%
148,124 $7.71 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-17,060 Reduced 9.75%
157,958 $8.26 Million
Q1 2021

May 10, 2021
SELL
N/A
-59,175 Reduced 25.27%
175,018 $9.02 Million
Q4 2020

Jan 19, 2021
BUY
N/A
13,952 Added 6.33%
234,193 $12.2 Million
Q3 2020

Oct 16, 2020
BUY
N/A
56,386 Added 34.41%
220,241 $11 Million
Q2 2020

Aug 03, 2020
BUY
N/A
22,613 Added 16.01%
163,855 $7.96 Million
Q1 2020

Apr 27, 2020
SELL
N/A
-55 Reduced 0.04%
141,242 $6.26 Million
Q1 2020

Apr 10, 2020
BUY
N/A
22,146 Added 18.59%
141,297 $6.26 Million
Q4 2019

Jan 21, 2020
BUY
N/A
114,114 Added 2265.52%
119,151 $6.17 Million
Q3 2019

Oct 16, 2019
BUY
N/A
5,037 New
5,037 $259,000

Others Institutions Holding JPHY

# of Institutions
104
Shares Held
25.1M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN HIGH YIELD RESEARCH

JPHY Quotes by TradingView
  • Ticker JPHY
  • Sector ETFs
  • Industry ETFs
More about JPHY
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email