Cadent Capital Advisors’s JPMorgan Active High Yield ETF JPHY Stock Holding History

Cadent Capital Advisors’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	$412K	Buy	8,173 +371	+5%	+$18.7K	0.09%	130
2026 Q1	$391K	Buy	7,802 +249	+3%	+$12.6K	0.1%	120
2025 Q4	$382K	Buy	+7,553	New	+$383K	0.1%	122

Other funds holding JPHY

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cadent Capital Advisors's JPHY Position: Q2 2026 in Review

Cadent Capital Advisors increased its JPMorgan Active High Yield ETF (JPHY) stake by 4.8% in Q2 2026, buying an estimated $18.7K and bringing the position to 8,173 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #130.

Cadent Capital Advisors first reported a position in JPHY in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold JPHY as of Q2 2026.

Cadent Capital Advisors held 8,173 shares of JPMorgan Active High Yield ETF worth $412K as of Q2 2026.
Cadent Capital Advisors bought 371 JPMorgan Active High Yield ETF shares in Q2 2026, an estimated $18.7K.
JPMorgan Active High Yield ETF made up 0.09% of Cadent Capital Advisors's portfolio in Q2 2026, its #130 holding.
Cadent Capital Advisors first reported a position in JPMorgan Active High Yield ETF in Q4 2025 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.