DFA
JPHY

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

DHJJ Financial 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 		$5.67K Buy
113
+2
+2% +$101 ﹤0.01% 646
2025
Q4 		$5.64K Buy
111
+1
+0.9% +$51 ﹤0.01% 616
2025
Q3 		$5.59K Buy
+110
New +$5.57K ﹤0.01% 601

Other funds holding JPHY

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
JP Morgan Chase
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
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
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DHJJ Financial Advisors's JPHY Position: Q1 2026 in Review

DHJJ Financial Advisors increased its JPMorgan Active High Yield ETF (JPHY) stake by 1.8% in Q1 2026, buying an estimated $101 and bringing the position to 113 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

DHJJ Financial Advisors first reported a position in JPHY in Q3 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold JPHY as of Q1 2026.

  • DHJJ Financial Advisors held 113 shares of JPMorgan Active High Yield ETF worth $5.67K as of Q1 2026.
  • DHJJ Financial Advisors bought 2 JPMorgan Active High Yield ETF shares in Q1 2026, an estimated $101.
  • JPMorgan Active High Yield ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #646 holding.
  • DHJJ Financial Advisors first reported a position in JPMorgan Active High Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.