AssetMark Inc
JPHY

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
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

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc's JPHY Position: Q2 2026 in Review

AssetMark Inc increased its JPMorgan Active High Yield ETF (JPHY) stake by 2% in Q2 2026, buying an estimated $289K and bringing the position to 295,226 shares worth $14.9M. The position accounts for 0.03% of the portfolio, ranked #455.

AssetMark Inc first reported a position in JPHY in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold JPHY as of Q2 2026.

  • AssetMark Inc held 295,226 shares of JPMorgan Active High Yield ETF worth $14.9M as of Q2 2026.
  • AssetMark Inc bought 5,724 JPMorgan Active High Yield ETF shares in Q2 2026, an estimated $289K.
  • JPMorgan Active High Yield ETF made up 0.03% of AssetMark Inc's portfolio in Q2 2026, its #455 holding.
  • AssetMark Inc first reported a position in JPMorgan Active High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.