JP Morgan Chase
YLD icon

JP Morgan Chase’s Principal Active High Yield ETF YLD Stock Holding History

JP Morgan Chase’s Portfolio YLD Stock Details YLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.58M Sell
297,729
-76,486
-20% -$1.46M ﹤0.01% 3226
2025
Q4 		$7.11M Sell
374,215
-101,233
-21% -$1.94M ﹤0.01% 3002
2025
Q3 		$9.25M Buy
475,448
+37,150
+8% +$717K ﹤0.01% 2788
2025
Q2 		$8.49M Sell
438,298
-181,854
-29% -$3.44M ﹤0.01% 2694
2025
Q1 		$11.8M Buy
620,152
+36,802
+6% +$710K ﹤0.01% 2388
2024
Q4 		$11.2M Sell
583,350
-26,228
-4% -$510K ﹤0.01% 2584
2024
Q3 		$11.9M Buy
609,578
+68,685
+13% +$1.32M ﹤0.01% 2460
2024
Q2 		$10.3M Buy
540,893
+403,717
+294% +$7.66M ﹤0.01% 2445
2024
Q1 		$2.63M Buy
137,176
+135,415
+7,690% +$2.57M ﹤0.01% 3617
2023
Q4 		$33.2K Buy
1,761
+1,141
+184% +$20.9K ﹤0.01% 6128
2023
Q3 		$11.2K Buy
+620
New +$11.3K ﹤0.01% 6224
2021
Q3 		– Sell
-2,170
Closed -$45K – 6863
2021
Q2 		$45K Buy
+2,170
New +$44.9K ﹤0.01% 5768

Other funds holding YLD

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return