IFG
JPHY

Independent Financial Group’s JPMorgan Active High Yield ETF JPHY Stock Holding History

Independent Financial Group’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 		$2.56M Buy
+50,809
New +$2.56M 0.05% 379

Other funds holding JPHY

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Independent Financial Group's JPHY Position: Q2 2026 in Review

Independent Financial Group opened a new position in JPMorgan Active High Yield ETF (JPHY) in Q2 2026: 50,809 shares worth $2.56M. The stake represents 0.05% of the portfolio and ranks #379 among its holdings.

5 funds tracked by Wall St. Rank hold JPHY as of Q2 2026.

  • Independent Financial Group held 50,809 shares of JPMorgan Active High Yield ETF worth $2.56M as of Q2 2026.
  • JPMorgan Active High Yield ETF was a new Independent Financial Group position in Q2 2026.
  • JPMorgan Active High Yield ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #379 holding.
  • 5 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.