JP Morgan Chase
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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
Q2 		$5.79M Buy
303,525
+5,796
+2% +$110K ﹤0.01% 3327
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 – 6854
2021
Q2 		$45K Buy
+2,170
New +$44.9K ﹤0.01% 5768

Other funds holding YLD

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

JP Morgan Chase's YLD Position: Q2 2026 in Review

JP Morgan Chase increased its Principal Active High Yield ETF (YLD) stake by 1.9% in Q2 2026, buying an estimated $110K and bringing the position to 303,525 shares worth $5.79M. The position accounts for ﹤0.01% of the portfolio, ranked #3327.

JP Morgan Chase first reported a position in YLD in Q2 2021 and has held it in 13 quarters since. The position peaked at $11.9M in Q3 2024. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • JP Morgan Chase held 303,525 shares of Principal Active High Yield ETF worth $5.79M as of Q2 2026.
  • JP Morgan Chase bought 5,796 Principal Active High Yield ETF shares in Q2 2026, an estimated $110K.
  • Principal Active High Yield ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3327 holding.
  • JP Morgan Chase first reported a position in Principal Active High Yield ETF in Q2 2021 and has held it in 13 quarters since.
  • JP Morgan Chase's Principal Active High Yield ETF position peaked at $11.9M in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.