RF
JPHY

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

Rossby 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
Q2 		$7.57K Buy
150
+60
+67% +$3.03K ﹤0.01% 1270
2026
Q1 		$4.5K Buy
90
+19
+27% +$960 ﹤0.01% 1536
2025
Q4 		$3.59K Buy
+71
New +$3.6K ﹤0.01% 1209

Other funds holding JPHY

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AssetMark Inc
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
MCA
Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Rossby Financial's JPHY Position: Q2 2026 in Review

Rossby Financial increased its JPMorgan Active High Yield ETF (JPHY) stake by 67% in Q2 2026, buying an estimated $3.03K and bringing the position to 150 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Rossby Financial first reported a position in JPHY in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold JPHY as of Q2 2026.

  • Rossby Financial held 150 shares of JPMorgan Active High Yield ETF worth $7.57K as of Q2 2026.
  • Rossby Financial bought 60 JPMorgan Active High Yield ETF shares in Q2 2026, an estimated $3.03K.
  • JPMorgan Active High Yield ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1270 holding.
  • Rossby Financial first reported a position in JPMorgan Active High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.