UBS Group
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UBS Group’s JPMorgan Active High Yield ETF JPHY Stock Holding History

UBS Group’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 		– Sell
-107
Closed -$5.37K – 11461
2026
Q1 		$5.37K Buy
107
+26
+32% +$1.31K ﹤0.01% 8797
2025
Q4 		$4.1K Buy
+81
New +$4.11K ﹤0.01% 8890

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 $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
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Magnolia Capital Advisors
Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

UBS Group's JPHY Position: Q2 2026 in Review

UBS Group sold out of JPMorgan Active High Yield ETF (JPHY) in Q2 2026, closing a stake of 107 shares — an estimated $5.37K sold.

UBS Group first reported a position in JPHY in Q4 2025 and held it in 2 quarters. The position peaked at $5.37K in Q1 2026. 24 funds tracked by Wall St. Rank hold JPHY as of Q2 2026.

  • UBS Group reported no remaining JPMorgan Active High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 107 JPMorgan Active High Yield ETF shares in Q2 2026, an estimated $5.37K.
  • UBS Group first reported a position in JPMorgan Active High Yield ETF in Q4 2025 and held it in 2 quarters.
  • UBS Group's JPMorgan Active High Yield ETF position peaked at $5.37K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held JPMorgan Active High Yield ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.