Assetmark Inc. Invests $14.64 Million in JPMorgan Active High Yield ETF $JPHY

Assetmark Inc. acquired a new position in shares of JPMorgan Active High Yield ETF (BATS:JPHY) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 289,374 shares of the company’s stock, valued at approximately $14,639,000. Assetmark Inc. owned approximately 0.72% of JPMorgan Active High Yield ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Cadent Capital Advisors LLC acquired a new position in shares of JPMorgan Active High Yield ETF during the 4th quarter worth approximately $382,000. CMH Wealth Management LLC increased its holdings in shares of JPMorgan Active High Yield ETF by 4.6% during the 4th quarter. CMH Wealth Management LLC now owns 501,730 shares of the company’s stock worth $25,515,000 after acquiring an additional 21,980 shares during the last quarter. Finally, Farther Finance Advisors LLC acquired a new position in shares of JPMorgan Active High Yield ETF during the 3rd quarter worth approximately $15,890,000.

JPMorgan Active High Yield ETF Price Performance

JPHY stock opened at $50.59 on Friday. JPMorgan Active High Yield ETF has a 1-year low of $49.64 and a 1-year high of $51.15. The business’s 50 day simple moving average is $50.33 and its 200 day simple moving average is $50.59.

JPMorgan Active High Yield ETF Company Profile

The JPMorgan Active High Yield ETF (JPHY) is an exchange-traded fund that mostly invests in high yield fixed income. The fund actively manages a portfolio of high yield bonds issued by US and foreign corporations. The fund exclusively selects USD-denominated securities while maintaining a weighted average portfolio maturity of three to ten years. JPHY was launched on Jun 24, 2025 and is issued by JPMorgan Chase.