JP Morgan Chase
HYI

JP Morgan Chase’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

JP Morgan Chase’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,500
Closed -$18K – 7557
2025
Q2 		$18K Buy
+1,500
New +$17.6K ﹤0.01% 6199
2023
Q2 		– Sell
-4,636
Closed -$56K – 7093
2023
Q1 		$56K Buy
+4,636
New +$56.9K ﹤0.01% 5661

Other funds holding HYI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
TA
TFB Advisors Overland Park, Kansas $191M AUM 18.47% 1-Year Est. Return

JP Morgan Chase's HYI Position: Q3 2025 in Review

JP Morgan Chase sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2025, closing a stake of 1,500 shares — an estimated $18K sold.

JP Morgan Chase first reported a position in HYI in Q1 2023 and held it in 2 quarters. The position peaked at $56K in Q1 2023. 44 funds tracked by Wall St. Rank hold HYI as of Q3 2025.

  • JP Morgan Chase reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 1,500 Western Asset High Yield Opportunity Fund Inc shares in Q3 2025, an estimated $18K.
  • JP Morgan Chase first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2023 and held it in 2 quarters.
  • JP Morgan Chase's Western Asset High Yield Opportunity Fund Inc position peaked at $56K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.