Purchases and Sales Made in Q2 2025 in Jp Morgan High Yield Research (JPHY)
This table provides information about the institutional ownership of Jp Morgan High Yield Research (JPHY) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
108KNew |
N/A
|
108K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
74KNew |
N/A
|
74K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
62.6KNew |
N/A
|
62.6K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.4K+ 111.19% |
N/A
|
74.9K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.3KNew |
N/A
|
33.3K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.25K+ 1820.67% |
N/A
|
9.76K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
9.19K+ 1975.48% |
N/A
|
9.65K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.86K+ 20.19% |
N/A
|
52.7K
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.11K+ 10.83% |
N/A
|
83K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.38K+ 7.27% |
N/A
|
94.2K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.8K+ 5.95% |
N/A
|
103K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.39KNew |
N/A
|
5.39K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5KNew |
N/A
|
5K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.67KNew |
N/A
|
4.67K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.52KNew |
N/A
|
4.52K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.61K+ 3.61% |
N/A
|
103K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.52K+ 27.49% |
N/A
|
11.7K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.32K+ 7.68% |
N/A
|
18.5K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
844+ 147.29% |
N/A
|
1.42K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
743+ 18.88% |
N/A
|
4.68K
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
706+ 14.62% |
N/A
|
5.54K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
705+ 11.88% |
N/A
|
6.64K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
607+ 15.48% |
N/A
|
4.53K
$0
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
357New |
N/A
|
357
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
301New |
N/A
|
301
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
234+ 3.41% |
N/A
|
7.09K
$0
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 38.1% |
N/A
|
725
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
32New |
N/A
|
32
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13+ 0.23% |
N/A
|
5.78K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 2.03% |
N/A
|
251
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 1.99% |
N/A
|
154
$0
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.36% |
N/A
|
553
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.03% |
N/A
|
3.59K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.63% |
N/A
|
39
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
N/A
|
3
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 6.25% |
N/A
|
375
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-28- 0.06% |
N/A
|
46.2K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-29- 0.06% |
N/A
|
51.2K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-52- 7.73% |
N/A
|
621
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-166Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-209- 3.41% |
N/A
|
5.92K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-269- 74.52% |
N/A
|
92
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-297- 32.67% |
N/A
|
612
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-720- 11.62% |
N/A
|
5.48K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-725- 45.65% |
N/A
|
863
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-800- 43.96% |
N/A
|
1.02K
$0
|