LPL Financial
JPHY icon

LPL Financial’s JPMorgan Active High Yield ETF JPHY Stock Holding History

LPL Financial’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 		$702K Buy
14,399
+6,117
+74% +$306K ﹤0.01% 4832
2026
Q2 		$418K Buy
+8,282
New +$418K ﹤0.01% 5181

Other funds holding JPHY

CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPL Financial's JPHY Position: Q3 2026 in Review

LPL Financial increased its JPMorgan Active High Yield ETF (JPHY) stake by 74% in Q3 2026, buying an estimated $306K and bringing the position to 14,399 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #4832.

LPL Financial first reported a position in JPHY in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold JPHY as of Q3 2026.

  • LPL Financial held 14,399 shares of JPMorgan Active High Yield ETF worth $702K as of Q3 2026.
  • LPL Financial bought 6,117 JPMorgan Active High Yield ETF shares in Q3 2026, an estimated $306K.
  • JPMorgan Active High Yield ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4832 holding.
  • LPL Financial first reported a position in JPMorgan Active High Yield ETF in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.