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 Q1	$1.14M	Buy	+22,782	New	+$1.15M	0.01%	826

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

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

Concurrent Investment Advisors's JPHY Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in JPMorgan Active High Yield ETF (JPHY) in Q1 2026: 22,782 shares worth $1.14M. The stake represents 0.01% of the portfolio and ranks #826 among its holdings.

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

Concurrent Investment Advisors held 22,782 shares of JPMorgan Active High Yield ETF worth $1.14M as of Q1 2026.
JPMorgan Active High Yield ETF was a new Concurrent Investment Advisors position in Q1 2026.
JPMorgan Active High Yield ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #826 holding.
19 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.