Kestra Advisory Services’s JPMorgan Active High Yield ETF JPHY Stock Holding History

Kestra Advisory Services’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 Q3	$221K	Buy	+4,542	New	+$227K	﹤0.01%	3186

Other funds holding JPHY

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kestra Advisory Services's JPHY Position: Q3 2026 in Review

Kestra Advisory Services opened a new position in JPMorgan Active High Yield ETF (JPHY) in Q3 2026: 4,542 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #3186 among its holdings.

14 funds tracked by Wall St. Rank hold JPHY as of Q3 2026.

Kestra Advisory Services held 4,542 shares of JPMorgan Active High Yield ETF worth $221K as of Q3 2026.
JPMorgan Active High Yield ETF was a new Kestra Advisory Services position in Q3 2026.
JPMorgan Active High Yield ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3186 holding.
14 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.