CWM
JPHY

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

Congress 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
2025
Q2 		$1.82M Buy
+39,066
New +$1.97M 0.02% 572

Other funds holding JPHY

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Congress Wealth Management's JPHY Position: Q2 2025 in Review

Congress Wealth Management opened a new position in JPMorgan Active High Yield ETF (JPHY) in Q2 2025: 39,066 shares worth $1.82M. The stake represents 0.02% of the portfolio and ranks #572 among its holdings.

5 funds tracked by Wall St. Rank hold JPHY as of Q2 2025.

  • Congress Wealth Management held 39,066 shares of JPMorgan Active High Yield ETF worth $1.82M as of Q2 2025.
  • JPMorgan Active High Yield ETF was a new Congress Wealth Management position in Q2 2025.
  • JPMorgan Active High Yield ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #572 holding.
  • 5 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.