Latest Institutional Sells of Jp Morgan High Yield Research (JPHY)

JPHY Quotes by TradingView

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
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 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
Davis Capital Management

Jacksonville, FL
SELL
 -
-1
Closed
$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
Q2 2023
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-1.1K
Closed
$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
Q1 2023
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 07, 2023 Q4 2022
Condor Capital Management

Martinsville, NJ
SELL
 -
-49.7K
- 32.72%
$2.13M - $2.25M
102K $0
Feb 08, 2023 Q4 2022
Donoghue Forlines LLC

SELL
 -
-1.07K
- 9.22%
$45.8K - $48.4K
10.5K $0
Q3 2022
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
Nov 07, 2022 Q3 2022
Wealth Management Solutions, LLC

SELL
 -
-4.94K
- 49.94%
N/A
4.95K $0
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-298
Closed
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
Q2 2022
Jul 21, 2022 Q2 2022
Peterson Wealth Advisors, LLC

SELL
 -
-108K
Closed
N/A
0 $0
Aug 10, 2022 Q2 2022
Blue Edge Capital, LLC

Richmond, VA
SELL
 -
-67.9K
Closed
N/A
0 $0
Aug 11, 2022 Q2 2022
Nicola Wealth Management Ltd.

Vancouver, A1
SELL
 -
-50K
Closed
N/A
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-37K
Closed
N/A
0 $0
Aug 02, 2022 Q2 2022
Rmr Wealth Builders

SELL
 -
-30.1K
- 50.82%
N/A
29.1K $0
Aug 15, 2022 Q2 2022
Adventist Health System Sunbelt Healthcare Corp

Altamonte Springs, FL
SELL
 -
-25K
Closed
N/A
0 $0
Jul 27, 2022 Q2 2022
Integrity Advisory, LLC

SELL
 -
-15.8K
Closed
N/A
0 $0
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-15.7K
Closed
N/A
0 $0
Aug 12, 2022 Q2 2022
Indie Asset Partners, LLC

Carmel, IN
SELL
 -
-4.3K
Closed
N/A
0 $0
Jul 28, 2022 Q2 2022
Prentice Wealth Management LLC

SELL
 -
-1.75K
- 90.71%
N/A
179 $0
Aug 09, 2022 Q2 2022
Peregrine Asset Advisers, Inc.

Portland, OR
SELL
 -
-1.2K
- 1.47%
N/A
80.6K $0
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

SELL
 -
-463
- 4.29%
N/A
10.3K $0
Jul 14, 2022 Q2 2022
Mascoma Wealth Management LLC

SELL
 -
-137
- 56.85%
N/A
104 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-42
Closed
N/A
0 $0
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-12
- 1.12%
N/A
1.06K $0
Q1 2022
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-12.1K
Closed
N/A
0 $0
Apr 20, 2022 Q1 2022
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-4.23K
Closed
N/A
0 $0
Apr 28, 2022 Q1 2022
Richwood Investment Advisors, LLC

SELL
 -
-1.35K
Closed
N/A
0 $0
May 05, 2022 Q1 2022
Janiczek Wealth Management, LLC

SELL
 -
-916
- 91.78%
N/A
82 $0
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-147
Closed
N/A
0 $0
May 16, 2022 Q1 2022
Astor Investment Management LLC

SELL
 -
-138
Closed
N/A
0 $0
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-52
Closed
N/A
0 $0
Q4 2021
Sep 10, 2024 Q4 2021
Summit Wealth Partners, LLC

Orlando, FL
SELL
 -
-6.2K
Closed
N/A
0 $0
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-290
Closed
N/A
0 $0
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

SELL
 -
-52
Closed
N/A
0 $0
Feb 14, 2022 Q4 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-20
Closed
N/A
0 $0
Q2 2021
Aug 04, 2021 Q2 2021
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
SELL
 -
-11.3K
Closed
N/A
0 $0
Nov 18, 2021 Q2 2021
Wealthsource Partners, LLC

SELL
 -
-8.03K
Closed
N/A
0 $0

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