Meriwether Wealth & Planning’s JPMorgan Active High Yield ETF JPHY Stock Holding History

Meriwether Wealth & Planning’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	$20.8K	Buy	+426	New	+$21.3K	0.01%	345

Other funds holding JPHY

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 33.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

Meriwether Wealth & Planning's JPHY Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in JPMorgan Active High Yield ETF (JPHY) in Q3 2026: 426 shares worth $20.8K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings.

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

Meriwether Wealth & Planning held 426 shares of JPMorgan Active High Yield ETF worth $20.8K as of Q3 2026.
JPMorgan Active High Yield ETF was a new Meriwether Wealth & Planning position in Q3 2026.
JPMorgan Active High Yield ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #345 holding.
7 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.