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

Benjamin Edwards 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	$28.1M	Buy	+561,116	New	+$28.3M	0.28%	108

Other funds holding JPHY

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

CCA

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

Benjamin Edwards Inc's JPHY Position: Q1 2026 in Review

Benjamin Edwards Inc opened a new position in JPMorgan Active High Yield ETF (JPHY) in Q1 2026: 561,116 shares worth $28.1M. The stake represents 0.28% of the portfolio and ranks #108 among its holdings.

19 funds tracked by Wall St. Rank hold JPHY as of Q1 2026.

Benjamin Edwards Inc held 561,116 shares of JPMorgan Active High Yield ETF worth $28.1M as of Q1 2026.
JPMorgan Active High Yield ETF was a new Benjamin Edwards Inc position in Q1 2026.
JPMorgan Active High Yield ETF made up 0.28% of Benjamin Edwards Inc's portfolio in Q1 2026, its #108 holding.
19 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.