Latest Institutional Sells of Jp Morgan High Yield Research (JPHY)
This list provides information on the latest institutional transactions involving Jp Morgan High Yield Research (JPHY) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-72.8K- 59.81% |
N/A
|
48.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63.3K- 4.49% |
N/A
|
1.35M
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-55.5K- 15.12% |
N/A
|
311K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-19.7K- 60.22% |
N/A
|
13K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.4K- 49.59% |
N/A
|
12.6K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.13K- 17.75% |
N/A
|
23.8K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.29K- 37.73% |
N/A
|
7.08K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.88K- 24.5% |
N/A
|
8.88K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.54K- 7.5% |
N/A
|
31.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.39K- 0.29% |
N/A
|
810K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-2.24K- 5.6% |
N/A
|
37.7K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.96K- 4.55% |
N/A
|
41.2K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.86K- 3.63% |
N/A
|
49.4K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.67K- 26.58% |
N/A
|
4.62K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.54K- 13.94% |
N/A
|
9.49K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-999- 1.13% |
N/A
|
87.4K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-960- 2.12% |
N/A
|
44.3K
$0
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-873- 2.45% |
N/A
|
34.8K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-725- 4.26% |
N/A
|
16.3K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-660- 0.51% |
N/A
|
128K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-504- 10.09% |
N/A
|
4.49K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-402- 3.45% |
N/A
|
11.2K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-334- 14.06% |
N/A
|
2.04K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-265- 92.98% |
N/A
|
20
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-174- 2.51% |
N/A
|
6.76K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-67- 14.96% |
N/A
|
381
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16- 4.09% |
N/A
|
375
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-476- 99.79% |
N/A
|
1
$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 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-102- 2.65% |
N/A
|
3.74K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-40- 0.33% |
N/A
|
12.1K
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-8.58K- 64.16% |
$0 - $395K
|
4.79K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.87K- 3.85% |
$0 - $86.1K
|
46.7K
$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 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-500- 29.85% |
$0 - $23K
|
1.18K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-121- 82.88% |
$0 - $5.58K
|
25
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-43- 8.46% |
$0 - $1.98K
|
465
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 0.52% |
$0 - $46.1
|
193
$0
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-34.6K- 43.25% |
$1.48M - $1.61M
|
45.4K
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-33.1K- 55.21% |
$1.41M - $1.54M
|
26.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.05K- 58.08% |
$259K - $281K
|
4.37K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1Closed |
$42.8 - $46.5
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-6.3K- 37.31% |
$275K - $283K
|
10.6K
$0
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.88K- 10.62% |
$82.1K - $84.4K
|
15.8K
$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
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.1KClosed |
$0 - $49.2K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 66.67% |
$0 - $4.47K
|
50
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-15- 0.69% |
$0 - $671
|
2.17K
$0
|
|