Principal Securities’s JPMorgan Active High Yield ETF JPHY Stock Holding History

Principal Securities’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	$1.86M	Buy	+36,840	New	+$1.86M	0.02%	582

Other funds holding JPHY

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Principal Securities's JPHY Position: Q2 2026 in Review

Principal Securities opened a new position in JPMorgan Active High Yield ETF (JPHY) in Q2 2026: 36,840 shares worth $1.86M. The stake represents 0.02% of the portfolio and ranks #582 among its holdings.

15 funds tracked by Wall St. Rank hold JPHY as of Q2 2026.

Principal Securities held 36,840 shares of JPMorgan Active High Yield ETF worth $1.86M as of Q2 2026.
JPMorgan Active High Yield ETF was a new Principal Securities position in Q2 2026.
JPMorgan Active High Yield ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #582 holding.
15 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.