Carson Wealth (CWM LLC)’s JPMorgan Active High Yield ETF JPHY Stock Holding History

Carson Wealth (CWM LLC)’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	$2.36K	Buy	+47	New	+$2.37K	﹤0.01%	5234

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

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

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

Carson Wealth (CWM LLC)'s JPHY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in JPMorgan Active High Yield ETF (JPHY) in Q1 2026: 47 shares worth $2.36K. The stake represents ﹤0.01% of the portfolio and ranks #5234 among its holdings.

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

Carson Wealth (CWM LLC) held 47 shares of JPMorgan Active High Yield ETF worth $2.36K as of Q1 2026.
JPMorgan Active High Yield ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
JPMorgan Active High Yield ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5234 holding.
19 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.