Peterson Wealth Advisors, LLC Jp Morgan High Yield Research Transaction History

Peterson Wealth Advisors, LLC

$566 Million
Q3 2025

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 21, 2022	SELL	N/A	-107,615 Closed	0 $0
Q1 2022 Apr 21, 2022	SELL	N/A	-823 Reduced 0.76%	107,615 $5.26 Million
Q4 2021 Jan 25, 2022	BUY	N/A	4,666 Added 4.5%	108,438 $5.61 Million
Q3 2021 Oct 21, 2021	SELL	N/A	-4,185 Reduced 3.88%	103,772 $5.4 Million
Q2 2021 Aug 02, 2021	BUY	N/A	12,036 Added 12.55%	107,957 $5.65 Million
Q1 2021 Apr 28, 2021	SELL	N/A	-478 Reduced 0.5%	95,921 $4.95 Million
Q4 2020 Jan 25, 2021	BUY	N/A	8,081 Added 9.15%	96,399 $5 Million
Q3 2020 Oct 20, 2020	BUY	N/A	10,752 Added 13.86%	88,318 $4.42 Million
Q2 2020 Jul 20, 2020	BUY	N/A	317 Added 0.41%	77,566 $3.77 Million
Q1 2020 Apr 21, 2020	BUY	N/A	15,002 Added 24.1%	77,249 $3.42 Million
Q4 2019 Jan 23, 2020	BUY	N/A	4,934 Added 8.61%	62,247 $3.22 Million
Q3 2019 Oct 17, 2019	BUY	N/A	1,460 Added 2.61%	57,313 $2.94 Million
Q2 2019 Jul 15, 2019	BUY	N/A	2,608 Added 4.9%	55,853 $2.86 Million
Q1 2019 Apr 16, 2019	SELL	N/A	-24,054 Reduced 31.12%	53,245 $2.71 Million
Q4 2018 Jan 29, 2019	BUY	N/A	5,310 Added 7.38%	77,299 $3.68 Million
Q3 2018 Oct 17, 2018	BUY	N/A	11,631 Added 19.27%	71,989 $3.58 Million
Q2 2018 Jul 18, 2018	BUY	N/A	8,757 Added 16.97%	60,358 $2.99 Million
Q1 2018 Apr 20, 2018	BUY	N/A	32,259 Added 166.78%	51,601 $2.58 Million
Q4 2017 Mar 19, 2018	BUY	N/A	19,342	19,342 $992,000

Others Institutions Holding JPHY

# of Institutions

115

Shares Held

9.26M

Call Options Held

0

Put Options Held

0

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