Purchases and Sales Made in Q3 2023 in Jp Morgan High Yield Research (JPHY)
This table provides information about the institutional ownership of Jp Morgan High Yield Research (JPHY) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
207+ 2.32% |
$9.06K - $9.3K
|
9.14K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
159New |
$6.96K - $7.15K
|
159
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
119New |
$5.21K - $5.35K
|
119
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
61+ 0.85% |
$2.67K - $2.74K
|
7.23K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57+ 29.08% |
$2.49K - $2.56K
|
253
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
46New |
$2.01K - $2.07K
|
46
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
37New |
$1.62K - $1.66K
|
37
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
28New |
$1.23K - $1.26K
|
28
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 1.84% |
$175 - $180
|
221
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-36- 33.64% |
$1.58K - $1.62K
|
71
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-80- 1.49% |
$3.5K - $3.6K
|
5.29K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-175- 9.46% |
$7.66K - $7.86K
|
1.68K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-180- 12.56% |
$7.88K - $8.09K
|
1.25K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-424- 8.35% |
$18.6K - $19.1K
|
4.65K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1.2K- 9.84% |
$52.7K - $54.1K
|
11K
$0
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.88K- 10.62% |
$82.1K - $84.4K
|
15.8K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.91K- 90.77% |
$83.5K - $85.7K
|
194
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.11K- 9.08% |
$92.3K - $94.8K
|
21.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.27K- 99.96% |
$99.1K - $102K
|
1
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.91K- 4.63% |
$258K - $265K
|
122K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-6.3K- 37.31% |
$275K - $283K
|
10.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.32K- 13.96% |
$408K - $419K
|
57.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.1K- 49.19% |
$441K - $453K
|
10.4K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-10.6K- 62.65% |
$463K - $476K
|
6.32K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-11K- 16.42% |
$482K - $495K
|
56.1K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-19.4K- 24.5% |
$850K - $873K
|
59.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-30.4K- 62.48% |
$1.33M - $1.36M
|
18.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-747K- 82.43% |
$32.7M - $33.6M
|
159K
$0
|