JP Morgan Chase
HYGH icon

JP Morgan Chase’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

JP Morgan Chase’s Portfolio HYGH Stock Details HYGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,900
Closed -$424K – 7556
2025
Q2 		$424K Buy
+4,900
New +$416K ﹤0.01% 4865
2019
Q4 		– Sell
-1
Closed – – 5732
2019
Q3 		$0 Hold
1
– – ﹤0.01% 5833
2019
Q2 		$0 Sell
1
-700
-100% -$62.3K ﹤0.01% 5861
2019
Q1 		$63K Hold
701
– – ﹤0.01% 5046
2018
Q4 		$59K Hold
701
– – ﹤0.01% 5026
2018
Q3 		$65K Sell
701
-153
-18% -$14K ﹤0.01% 5102
2018
Q2 		$77K Sell
854
-103
-11% -$9.4K ﹤0.01% 4933
2018
Q1 		$87K Sell
957
-1,285
-57% -$117K ﹤0.01% 4633
2017
Q4 		$204K Buy
2,242
+1,595
+247% +$146K ﹤0.01% 4404
2017
Q3 		$59K Sell
647
-20
-3% -$1.82K ﹤0.01% 4432
2017
Q2 		$61K Buy
+667
New +$60.6K ﹤0.01% 4311

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

JP Morgan Chase's HYGH Position: Q3 2025 in Review

JP Morgan Chase sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q3 2025, closing a stake of 4,900 shares — an estimated $424K sold.

JP Morgan Chase first reported a position in HYGH in Q2 2017 and held it in 11 quarters. The position peaked at $424K in Q2 2025. 106 funds tracked by Wall St. Rank hold HYGH as of Q3 2025.

  • JP Morgan Chase reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 4,900 iShares Interest Rate Hedged High Yield Bond ETF shares in Q3 2025, an estimated $424K.
  • JP Morgan Chase first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q2 2017 and held it in 11 quarters.
  • JP Morgan Chase's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $424K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.