AssetMark Inc’s JPMorgan Active High Yield ETF JPHY Stock Holding History

AssetMark Inc’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 Q3	$14.7M	Buy	302,109 +6,883	+2%	+$344K	0.02%	469
2026 Q2	$14.9M	Buy	295,226 +5,724	+2%	+$289K	0.03%	455
2026 Q1	$14.5M	Buy	289,502 +128	+0%	+$6.46K	0.03%	409
2025 Q4	$14.6M	Buy	+289,374	New	+$14.7M	0.03%	398

Other funds holding JPHY

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

AssetMark Inc's JPHY Position: Q3 2026 in Review

AssetMark Inc increased its JPMorgan Active High Yield ETF (JPHY) stake by 2.3% in Q3 2026, buying an estimated $344K and bringing the position to 302,109 shares worth $14.7M. The position accounts for 0.02% of the portfolio, ranked #469.

AssetMark Inc first reported a position in JPHY in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.9M in Q2 2026. 7 funds tracked by Wall St. Rank hold JPHY as of Q3 2026.

AssetMark Inc held 302,109 shares of JPMorgan Active High Yield ETF worth $14.7M as of Q3 2026.
AssetMark Inc bought 6,883 JPMorgan Active High Yield ETF shares in Q3 2026, an estimated $344K.
JPMorgan Active High Yield ETF made up 0.02% of AssetMark Inc's portfolio in Q3 2026, its #469 holding.
AssetMark Inc first reported a position in JPMorgan Active High Yield ETF in Q4 2025 and has held it in 4 quarters since.
AssetMark Inc's JPMorgan Active High Yield ETF position peaked at $14.9M in Q2 2026.
7 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.