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
Q2 		$5.05K Hold
100
– – ﹤0.01% 2472
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 $177B AUM 39.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AE Wealth Management's JPHY Position: Q2 2026 in Review

AE Wealth Management held its JPMorgan Active High Yield ETF (JPHY) position steady in Q2 2026 at 100 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

AE Wealth Management first reported a position in JPHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.1K in Q3 2025. 24 funds tracked by Wall St. Rank hold JPHY as of Q2 2026.

  • AE Wealth Management held 100 shares of JPMorgan Active High Yield ETF worth $5.05K as of Q2 2026.
  • AE Wealth Management left its JPMorgan Active High Yield ETF share count unchanged in Q2 2026.
  • JPMorgan Active High Yield ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2472 holding.
  • AE Wealth Management first reported a position in JPMorgan Active High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • AE Wealth Management's JPMorgan Active High Yield ETF position peaked at $5.1K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.