Institutional Ownership Jp Morgan High Yield Research (JPHY)
This table provides information about the institutional ownership of Jp Morgan High Yield Research (JPHY). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
51,186
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
47,933
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
46,198
shares
|
$0
1.5% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
44,786
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
43,992
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
43,860
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
43,226
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
40,185
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 28.31%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
38,052
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
35,457
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
33,025
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
31,840
shares
|
$0
0.79% of portfolio
|
Q1 2025
Reduced 15.29%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
25,947
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 73.59%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
25,109
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 29.24%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
22,992
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
21,403
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 32.35%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
21,160
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,225
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
17,134
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 35.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,286
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
15,551
shares
|
$0
0.31% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
12,041
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 56.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
11,682
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 27.49%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
11,522
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
10,579
shares
|
$0
0.21% of portfolio
|
Q3 2023
Reduced 37.31%
|