Purchases and Sales Made in Q4 2022 in Jp Morgan High Yield Research (JPHY)
This table provides information about the institutional ownership of Jp Morgan High Yield Research (JPHY) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
500KNew |
$21.4M - $22.6M
|
500K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
162K+ 96.92% |
$6.96M - $7.35M
|
330K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
102K+ 34.47% |
$4.37M - $4.62M
|
398K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
77.9KNew |
$3.34M - $3.53M
|
77.9K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.6K+ 94.03% |
$2.12M - $2.24M
|
102K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
42.7KNew |
$1.83M - $1.93M
|
42.7K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
36.5K+ 64.0% |
$1.56M - $1.65M
|
93.5K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
34.4K+ 111.29% |
$1.47M - $1.56M
|
65.3K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.1K+ 219.43% |
$1.24M - $1.32M
|
42.3K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
26.5K+ 379.87% |
$1.14M - $1.2M
|
33.5K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
26.2K+ 49.07% |
$1.12M - $1.18M
|
79.6K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
22.2KNew |
$949K - $1M
|
22.2K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.4K+ 379.52% |
$916K - $967K
|
27K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20K+ 366.62% |
$858K - $906K
|
25.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16.8K+ 91.05% |
$720K - $761K
|
35.3K
$0
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
13.7K+ 145.87% |
$587K - $620K
|
23.1K
$0
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
12.6KNew |
$541K - $572K
|
12.6K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
11.8KNew |
$503K - $532K
|
11.8K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 21.91% |
$457K - $483K
|
59.4K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.26K+ 10.3% |
$311K - $328K
|
77.7K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.15KNew |
$306K - $323K
|
7.15K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
5.24K+ 26.29% |
$224K - $237K
|
25.1K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.22K+ 11.37% |
$138K - $146K
|
31.6K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
1.61K+ 9.93% |
$68.9K - $72.7K
|
17.8K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.4K+ 39.17% |
$60K - $63.4K
|
4.98K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
997+ 541.85% |
$42.7K - $45.1K
|
1.18K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
728+ 7.2% |
$31.2K - $32.9K
|
10.8K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
706+ 3.31% |
$30.2K - $31.9K
|
22K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
636+ 12.86% |
$27.2K - $28.8K
|
5.58K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
448+ 49.18% |
$19.2K - $20.3K
|
1.36K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400New |
$17.1K - $18.1K
|
400
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
369+ 0.43% |
$15.8K - $16.7K
|
85.9K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
312New |
$13.4K - $14.1K
|
312
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
280New |
$12K - $12.7K
|
280
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
199+ 7.52% |
$8.52K - $9K
|
2.85K
$0
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
185+ 94.39% |
$7.92K - $8.37K
|
381
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$6.42K - $6.79K
|
150
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
50+ 1.02% |
$2.14K - $2.26K
|
4.96K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 2.94% |
$257 - $271
|
210
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-47- 0.62% |
$2.01K - $2.13K
|
7.55K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-56- 63.64% |
$2.4K - $2.53K
|
32
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-235- 13.04% |
$10.1K - $10.6K
|
1.57K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-279- 2.54% |
$11.9K - $12.6K
|
10.7K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-349- 2.75% |
$14.9K - $15.8K
|
12.3K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-376- 1.52% |
$16.1K - $17K
|
24.3K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-670- 0.99% |
$28.7K - $30.3K
|
66.9K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-796- 12.32% |
$34.1K - $36K
|
5.67K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.07K- 9.22% |
$45.8K - $48.4K
|
10.5K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.11K- 12.54% |
$47.6K - $50.3K
|
7.75K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.72K- 2.01% |
$73.7K - $77.8K
|
84K
$0
|