Purchases and Sales Made in Q1 2024 in Jp Morgan High Yield Research (JPHY)
This table provides information about the institutional ownership of Jp Morgan High Yield Research (JPHY) during Q1 2024. The information is specifically focused on institutions that hold shares of JP MORGAN HIGH YIELD RESEARCH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.99M+ 243.41% |
$0 - $368M
|
11.3M
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
246K+ 57.12% |
$0 - $11.3M
|
676K
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
246K+ 57.12% |
$0 - $11.3M
|
676K
$0
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
155K+ 52.46% |
$0 - $7.13M
|
449K
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
151K+ 57.92% |
$0 - $6.96M
|
412K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77.1K+ 32.65% |
$0 - $3.55M
|
313K
$0
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
60.2K+ 28.28% |
$0 - $2.77M
|
273K
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.6K+ 19.51% |
$0 - $2.65M
|
353K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.4K+ 8.7% |
$0 - $2.05M
|
555K
$0
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
43.2KNew |
$0 - $1.99M
|
43.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
42.8KNew |
$0 - $1.97M
|
42.8K
$0
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
42.1KNew |
$0 - $1.94M
|
42.1K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.6K+ 4.35% |
$0 - $1.78M
|
926K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.3K+ 165.96% |
$0 - $1.63M
|
56.5K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
28.8K+ 21.88% |
$0 - $1.33M
|
161K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
27K+ 199.56% |
$0 - $1.24M
|
40.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
18.4K+ 115.73% |
$0 - $850K
|
34.4K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.3K+ 7.85% |
$0 - $843K
|
251K
$0
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
14.8K+ 5.67% |
$0 - $684K
|
276K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.3K+ 8.42% |
$0 - $660K
|
185K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.6K+ 16.77% |
$0 - $536K
|
80.9K
$0
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11K+ 2.52% |
$0 - $506K
|
446K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.15K+ 75.57% |
$0 - $421K
|
21.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.01K+ 48.8% |
$0 - $369K
|
24.4K
$0
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.63K+ 8.98% |
$0 - $352K
|
92.6K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.46K+ 7.64% |
$0 - $298K
|
91K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.67K+ 40.31% |
$0 - $261K
|
19.7K
$0
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.61K+ 69.84% |
$0 - $258K
|
13.6K
$0
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.58K+ 7.09% |
$0 - $257K
|
84.3K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
5.35K+ 7.52% |
$0 - $247K
|
76.6K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.34K+ 16.73% |
$0 - $246K
|
37.2K
$0
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.06KNew |
$0 - $233K
|
5.06K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.44KNew |
$0 - $205K
|
4.44K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.27K+ 17.23% |
$0 - $197K
|
29.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.06K+ 11.68% |
$0 - $187K
|
38.8K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.62K+ 8.76% |
$0 - $167K
|
45K
$0
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.39K+ 17.37% |
$0 - $156K
|
22.9K
$0
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.25K+ 8.86% |
$0 - $150K
|
40K
$0
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.36K+ 30.14% |
$0 - $109K
|
10.2K
$0
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
2.24K+ 25.54% |
$0 - $103K
|
11K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
1.79K+ 6.48% |
$0 - $82.3K
|
29.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.31K+ 386.73% |
$0 - $60.4K
|
1.65K
$0
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.19K+ 4.76% |
$0 - $55K
|
26.3K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.14KNew |
$0 - $52.6K
|
1.14K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
947+ 18.04% |
$0 - $43.6K
|
6.2K
$0
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
773New |
$0 - $35.6K
|
773
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
760New |
$0 - $35K
|
760
$0
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
618+ 91.83% |
$0 - $28.5K
|
1.29K
$0
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
583+ 13.09% |
$0 - $26.9K
|
5.04K
$0
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
477New |
$0 - $22K
|
477
$0
|