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
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 $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
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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

AssetMark Inc's JPHY Position: Q1 2026 in Review

AssetMark Inc increased its JPMorgan Active High Yield ETF (JPHY) stake by 0.04% in Q1 2026, buying an estimated $6.46K and bringing the position to 289,502 shares worth $14.5M. The position accounts for 0.03% of the portfolio, ranked #409.

AssetMark Inc first reported a position in JPHY in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.6M in Q4 2025. 19 funds tracked by Wall St. Rank hold JPHY as of Q1 2026.

  • AssetMark Inc held 289,502 shares of JPMorgan Active High Yield ETF worth $14.5M as of Q1 2026.
  • AssetMark Inc bought 128 JPMorgan Active High Yield ETF shares in Q1 2026, an estimated $6.46K.
  • JPMorgan Active High Yield ETF made up 0.03% of AssetMark Inc's portfolio in Q1 2026, its #409 holding.
  • AssetMark Inc first reported a position in JPMorgan Active High Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • AssetMark Inc's JPMorgan Active High Yield ETF position peaked at $14.6M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.