AWM
JPHY

AE Wealth Management’s JPMorgan Active High Yield ETF JPHY Stock Holding History

AE Wealth Management’s Portfolio JPHY Stock Details JPHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.02K Hold
100
– – ﹤0.01% 2372
2025
Q4 		$5.06K Hold
100
– – ﹤0.01% 2224
2025
Q3 		$5.1K Buy
+100
New +$5.07K ﹤0.01% 2076

Other funds holding JPHY

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AE Wealth Management's JPHY Position: Q1 2026 in Review

AE Wealth Management held its JPMorgan Active High Yield ETF (JPHY) position steady in Q1 2026 at 100 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

AE Wealth Management first reported a position in JPHY in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.1K in Q3 2025. 19 funds tracked by Wall St. Rank hold JPHY as of Q1 2026.

  • AE Wealth Management held 100 shares of JPMorgan Active High Yield ETF worth $5.02K as of Q1 2026.
  • AE Wealth Management left its JPMorgan Active High Yield ETF share count unchanged in Q1 2026.
  • JPMorgan Active High Yield ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2372 holding.
  • AE Wealth Management first reported a position in JPMorgan Active High Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • AE Wealth Management's JPMorgan Active High Yield ETF position peaked at $5.1K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.