PIWA
JPHY

Prevail Innovative Wealth Advisors’s JPMorgan Active High Yield ETF JPHY Stock Holding History

Prevail Innovative Wealth Advisors’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
Q2 		$6.89M Sell
136,535
-1,271
-0.9% -$64.1K 1.03% 34
2026
Q1 		$6.91M Buy
137,806
+87,764
+175% +$4.43M 1.16% 33
2025
Q4 		$2.53M Buy
+50,042
New +$2.54M 0.45% 79

Other funds holding JPHY

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Prevail Innovative Wealth Advisors's JPHY Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its JPMorgan Active High Yield ETF (JPHY) stake by 0.92% in Q2 2026, selling an estimated $64.1K and leaving 136,535 shares worth $6.89M. The position accounts for 1.03% of the portfolio, ranked #34.

Prevail Innovative Wealth Advisors first reported a position in JPHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.91M in Q1 2026. 5 funds tracked by Wall St. Rank hold JPHY as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 136,535 shares of JPMorgan Active High Yield ETF worth $6.89M as of Q2 2026.
  • Prevail Innovative Wealth Advisors sold 1,271 JPMorgan Active High Yield ETF shares in Q2 2026, an estimated $64.1K.
  • JPMorgan Active High Yield ETF made up 1.03% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Prevail Innovative Wealth Advisors first reported a position in JPMorgan Active High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Prevail Innovative Wealth Advisors's JPMorgan Active High Yield ETF position peaked at $6.91M in Q1 2026.
  • 5 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.