Latest Institutional Transactions on Jp Morgan High Yield Research (JPHY)
This table provides information on the latest institutional transactions involving Jp Morgan High Yield Research (JPHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.7% |
N/A
|
38
$0
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3New |
N/A
|
3
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4New |
N/A
|
4
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.24K- 47.96% |
N/A
|
6.77K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.88K+ 92.11% |
N/A
|
3.92K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
150New |
N/A
|
150
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
N/A
|
2
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.03% |
N/A
|
3.59K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150+ 40.0% |
N/A
|
525
$0
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
292+ 37.77% |
N/A
|
1.07K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.37K+ 14.15% |
N/A
|
11.1K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
395KNew |
N/A
|
395K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-265- 92.98% |
N/A
|
20
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18+ 7.76% |
N/A
|
250
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.45KNew |
N/A
|
4.45K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
446+ 2.25% |
N/A
|
20.2K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-725- 4.26% |
N/A
|
16.3K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
48New |
N/A
|
48
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
119New |
N/A
|
119
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
82.8K+ 18.42% |
N/A
|
532K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
57New |
N/A
|
57
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-476- 99.79% |
N/A
|
1
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
12New |
N/A
|
12
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-344- 6.79% |
N/A
|
4.72K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-240- 4.95% |
N/A
|
4.61K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
185+ 4.19% |
N/A
|
4.6K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19New |
N/A
|
19
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-40- 0.33% |
N/A
|
12.1K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
4.57KNew |
N/A
|
4.57K
$0
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
67New |
N/A
|
67
$0
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
65New |
$0 - $3K
|
65
$0
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-500- 29.85% |
$0 - $23K
|
1.18K
$0
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-887- 14.14% |
$0 - $40.9K
|
5.39K
$0
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
102New |
$0 - $4.7K
|
102
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.27K+ 17.23% |
$0 - $197K
|
29.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
947+ 18.04% |
$0 - $43.6K
|
6.2K
$0
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-8.58K- 64.16% |
$0 - $395K
|
4.79K
$0
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
205New |
$0 - $9.45K
|
205
$0
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
54New |
$0 - $2.49K
|
54
$0
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.25K+ 8.86% |
$0 - $150K
|
40K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
85New |
$0 - $3.92K
|
85
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-121- 82.88% |
$0 - $5.58K
|
25
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
760New |
$0 - $35K
|
760
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 0.52% |
$0 - $46.1
|
193
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
27K+ 199.56% |
$0 - $1.24M
|
40.5K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
317+ 6.63% |
$0 - $14.6K
|
5.1K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-43- 8.46% |
$0 - $1.98K
|
465
$0
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
817New |
$34.9K - $38K
|
817
$0
|
|