CIA
JPHY

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

Concurrent Investment 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 		$1.27M Buy
25,177
+2,395
+11% +$121K 0.01% 902
2026
Q1 		$1.14M Buy
+22,782
New +$1.15M 0.01% 826

Other funds holding JPHY

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Concurrent Investment Advisors's JPHY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Active High Yield ETF (JPHY) stake by 11% in Q2 2026, buying an estimated $121K and bringing the position to 25,177 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #902.

Concurrent Investment Advisors first reported a position in JPHY in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold JPHY as of Q2 2026.

  • Concurrent Investment Advisors held 25,177 shares of JPMorgan Active High Yield ETF worth $1.27M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,395 JPMorgan Active High Yield ETF shares in Q2 2026, an estimated $121K.
  • JPMorgan Active High Yield ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #902 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan Active High Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.