IPAM
JPHY

Investment Partners Asset Management’s JPMorgan Active High Yield ETF JPHY Stock Holding History

Investment Partners Asset 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
Q3 		– Sell
-46,198
Closed -$2.15M – 164
2025
Q2 		$2.15M Buy
+46,198
New +$2.33M 1.5% 16

Other funds holding JPHY

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Investment Partners Asset Management's JPHY Position: Q3 2025 in Review

Investment Partners Asset Management sold out of JPMorgan Active High Yield ETF (JPHY) in Q3 2025, closing a stake of 46,198 shares — an estimated $2.15M sold.

Investment Partners Asset Management first reported a position in JPHY in Q2 2025 and held it in 1 quarter. The position peaked at $2.15M in Q2 2025. 6 funds tracked by Wall St. Rank hold JPHY as of Q3 2025.

  • Investment Partners Asset Management reported no remaining JPMorgan Active High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Investment Partners Asset Management sold 46,198 JPMorgan Active High Yield ETF shares in Q3 2025, an estimated $2.15M.
  • Investment Partners Asset Management first reported a position in JPMorgan Active High Yield ETF in Q2 2025 and held it in 1 quarter.
  • Investment Partners Asset Management's JPMorgan Active High Yield ETF position peaked at $2.15M in Q2 2025.
  • 6 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q3 2025.

Based on Investment Partners Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.