CA
JPHY

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

CGN 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
2025
Q3 		– Sell
-5,784
Closed -$270K – 312
2025
Q2 		$270K Buy
+5,784
New +$292K 0.02% 274

Other funds holding JPHY

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CGN Advisors's JPHY Position: Q3 2025 in Review

CGN Advisors sold out of JPMorgan Active High Yield ETF (JPHY) in Q3 2025, closing a stake of 5,784 shares — an estimated $270K sold.

CGN Advisors first reported a position in JPHY in Q2 2025 and held it in 1 quarter. The position peaked at $270K in Q2 2025. 6 funds tracked by Wall St. Rank hold JPHY as of Q3 2025.

  • CGN Advisors reported no remaining JPMorgan Active High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • CGN Advisors sold 5,784 JPMorgan Active High Yield ETF shares in Q3 2025, an estimated $270K.
  • CGN Advisors first reported a position in JPMorgan Active High Yield ETF in Q2 2025 and held it in 1 quarter.
  • CGN Advisors's JPMorgan Active High Yield ETF position peaked at $270K in Q2 2025.
  • 6 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q3 2025.

Based on CGN Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.