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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
10,426
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
8,727
shares
|
$0
0.09% of portfolio
|
Q1 2025
Added 27.35%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
7,893
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 52.22%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
7,666
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
7,603
shares
|
$0
0.19% of portfolio
|
Q2 2025
Reduced 89.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,301
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 36.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,151
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
6,857
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
6,195
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
6,133
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
5,932
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
5,784
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,763
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 75.74%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
5,720
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
5,473
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
5,387
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 14.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
4,995
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
4,982
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,829
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,601
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.19%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,935
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,930
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,921
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 92.11%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,601
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,594
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.03%
|