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 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1Closed |
$42.8 - $46.5
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
508New |
$21.7K - $23.6K
|
508
$0
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-33.1K- 55.21% |
$1.41M - $1.54M
|
26.8K
$0
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
28New |
$1.2K - $1.3K
|
28
$0
|
|
Q3 2023 | |||||||
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.88K- 10.62% |
$82.1K - $84.4K
|
15.8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
46New |
$2.01K - $2.07K
|
46
$0
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
63.3K+ 321.49% |
$2.77M - $2.84M
|
82.9K
$0
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-6.3K- 37.31% |
$275K - $283K
|
10.6K
$0
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-180- 12.56% |
$7.88K - $8.09K
|
1.25K
$0
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-36- 33.64% |
$1.58K - $1.62K
|
71
$0
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
28New |
$1.23K - $1.26K
|
28
$0
|
|
Q2 2023 | |||||||
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.1KClosed |
$0 - $49.2K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-15- 0.69% |
$0 - $671
|
2.17K
$0
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 66.67% |
$0 - $4.47K
|
50
$0
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13New |
$566 - $597
|
13
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
439New |
$19.1K - $20.2K
|
439
$0
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-250K- 50.0% |
$10.9M - $11.5M
|
250K
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
728+ 7.2% |
$31.2K - $32.9K
|
10.8K
$0
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
312New |
$13.4K - $14.1K
|
312
$0
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
636+ 12.86% |
$27.2K - $28.8K
|
5.58K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
280New |
$12K - $12.7K
|
280
$0
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.07K- 9.22% |
$45.8K - $48.4K
|
10.5K
$0
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-49.7K- 32.72% |
$2.13M - $2.25M
|
102K
$0
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
11.8KNew |
$503K - $532K
|
11.8K
$0
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
42.7KNew |
$1.83M - $1.93M
|
42.7K
$0
|
|
Q3 2022 | |||||||
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-298Closed |
N/A
|
0
$0
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1- 0.01% |
N/A
|
15.6K
$0
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.33K+ 23.88% |
N/A
|
32.8K
$0
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-4.94K- 49.94% |
N/A
|
4.95K
$0
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
SELL
|
- |
-334K- 97.53% |
N/A
|
8.46K
$0
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-17K- 4.7% |
N/A
|
344K
$0
|
|
Q2 2022 | |||||||
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12- 1.12% |
N/A
|
1.06K
$0
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-15.7KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-25KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-42Closed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-37KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-4.3KClosed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-50KClosed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
225New |
N/A
|
225
$0
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-67.9KClosed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.2K- 1.47% |
N/A
|
80.6K
$0
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-30.1K- 50.82% |
N/A
|
29.1K
$0
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
298New |
N/A
|
298
$0
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.75K- 90.71% |
N/A
|
179
$0
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
BUY
|
- |
5.48K+ 6.43% |
N/A
|
90.7K
$0
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-15.8KClosed |
N/A
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-463- 4.29% |
N/A
|
10.3K
$0
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-108KClosed |
N/A
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-137- 56.85% |
N/A
|
104
$0
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|