TFB Advisors
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TFB Advisors’s JPMorgan Active High Yield ETF JPHY Stock Holding History

TFB 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
Q1 		– Sell
-5,670
Closed -$287K – 315
2025
Q4 		$287K Buy
+5,670
New +$287K 0.08% 248

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
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Magnolia Capital Advisors
Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TFB Advisors's JPHY Position: Q1 2026 in Review

TFB Advisors sold out of JPMorgan Active High Yield ETF (JPHY) in Q1 2026, closing a stake of 5,670 shares — an estimated $287K sold.

TFB Advisors first reported a position in JPHY in Q4 2025 and held it in 1 quarter. The position peaked at $287K in Q4 2025. 19 funds tracked by Wall St. Rank hold JPHY as of Q1 2026.

  • TFB Advisors reported no remaining JPMorgan Active High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 5,670 JPMorgan Active High Yield ETF shares in Q1 2026, an estimated $287K.
  • TFB Advisors first reported a position in JPMorgan Active High Yield ETF in Q4 2025 and held it in 1 quarter.
  • TFB Advisors's JPMorgan Active High Yield ETF position peaked at $287K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.