CMH Wealth Management’s JPMorgan Active High Yield ETF JPHY Stock Holding History

CMH Wealth Management’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	$27.1M	Buy	537,374 +31,384	+6%	+$1.58M	4.14%	3
2026 Q1	$25.4M	Buy	505,990 +4,260	+0.8%	+$215K	4.36%	2
2025 Q4	$25.5M	Buy	501,730 +21,980	+5%	+$1.11M	5.47%	3
2025 Q3	$24.5M	Buy	+479,750	New	+$24.3M	5.22%	3

Other funds holding JPHY

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

CCA

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

CMH Wealth Management's JPHY Position: Q2 2026 in Review

CMH Wealth Management increased its JPMorgan Active High Yield ETF (JPHY) stake by 6.2% in Q2 2026, buying an estimated $1.58M and bringing the position to 537,374 shares worth $27.1M. The position accounts for 4.14% of the portfolio, ranked #3.

CMH Wealth Management first reported a position in JPHY in Q3 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold JPHY as of Q2 2026.

CMH Wealth Management held 537,374 shares of JPMorgan Active High Yield ETF worth $27.1M as of Q2 2026.
CMH Wealth Management bought 31,384 JPMorgan Active High Yield ETF shares in Q2 2026, an estimated $1.58M.
JPMorgan Active High Yield ETF made up 4.14% of CMH Wealth Management's portfolio in Q2 2026, its #3 holding.
CMH Wealth Management first reported a position in JPMorgan Active High Yield ETF in Q3 2025 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.