Wcg Wealth Advisors LLC Jp Morgan High Yield Research Transaction History

Wcg Wealth Advisors LLC

  • $1.21 Billion
  • Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 25,109 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,109
Previous 25,109 -0.0%
Holding current value
$0
Previous $1.16 Million 100.0%
% of portfolio
0.0%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
5,681 Added 29.24%
25,109 $1.16 Million
Q4 2024

Feb 18, 2025
SELL
N/A
-338 Reduced 1.71%
19,428 $0
Q3 2024

Nov 13, 2024
BUY
N/A
4,006 Added 25.42%
19,766 $936,000
Q2 2024

Aug 12, 2024
BUY
N/A
4,911 Added 45.27%
15,760 $721,000
Q4 2023

Feb 08, 2024
BUY
$42.77 - $46.47 $464,011 - $504,153
10,849 New
10,849 $498,000

Others Institutions Holding JPHY

# of Institutions
110
Shares Held
12.2M
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
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