JPHY

J.P. Morgan$50.40+0.23 (+0.46%)
AUM $2.21BER 0.45%NAV $50.01Holdings 374

Price Chart

Key Statistics

Previous Close

$50.17

Day Range

$50.20$50.41

52-Week Range

$49.65$51.05

Avg Volume

53.8K

Dividend Yield

4.37%

Expense Ratio

0.45%

AUM

$2.21B

Shares Outstanding

44.0M

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others34.75%
Communication Services15.64%
Industrials10.71%
Consumer Cyclical8.78%
Energy6.89%
Healthcare5.01%
Technology4.60%
Basic Materials3.55%
Real Estate2.97%
Utilities2.79%
Consumer Defensive2.50%
Financial Services1.79%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Inception Date
Jun 24, 2025
Exchange
BATS
Description
The fund invests primarily in high yield, high risk debt securities. Under normal circumstances, it invests at least 80% of its assets in high yield securities. For purposes of this policy, "assets" means net assets plus the amount of borrowings for investment purposes. The fund may invest up to 100% of its total assets in below investment grade or unrated securities.

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$389.80B
AGGiShares Core U.S. Aggregate Bond ETF$135.94B
BNDXVanguard Total International Bond ETF$118.10B
SGOViShares 0-3 Month Treasury Bond ETF$93.23B
BSVVanguard Short-Term Bond ETF$69.90B

The JPMorgan Active High Yield ETF (JPHY) is an exchange-traded fund issued by J.P. Morgan that launched on Jun 24, 2025. It currently manages $2.21B in assets under management. The fund charges an expense ratio of 0.45%. The fund holds 374 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 10.3% of the fund

RankSymbolNameWeight %SharesMarket Value
1JPMORGAN U.S. GOVERNMENT2.86%62,842,011$62.8M
2CCO HOLDINGS 4.75% 02/321.12%27,937,000$24.6M
3ROYAL CARIBBEAN 6% 02/331.03%22,332,000$22.6M
4LIVE NATION 6.5% 05/270.83%18,170,000$18.2M
5VENTURE 9.875% 02/320.80%16,511,000$17.7M
6CCO HOLDINGS 4.5% 06/330.77%20,126,000$17.0M
7FORD MOTOR 4.125% 08/270.75%16,700,000$16.6M
8CCO HOLDINGS 4.75% 03/300.73%17,008,000$15.9M
9AMERICAN 5.75% 04/290.72%15,803,000$15.8M
10EMRLD 6.625% 12/300.72%15,404,000$15.7M
11TENET 5.125% 11/270.69%15,067,000$15.1M
12NEXSTAR MEDIA 6.5% 09/330.66%14,343,000$14.4M
131261229 BC LTD 10% 04/320.64%13,654,000$13.9M
14ENTEGRIS INC 5.95% 06/300.63%13,732,000$13.9M
15GFL 3.5% 09/280.62%14,070,000$13.7M
Page 1 of 8

Detailed Returns

PeriodReturnETF
1D
+0.46%
1W
+0.16%
1M
+0.04%
3M
+0.98%
6M
-0.51%
YTD
-0.62%
1Y
+0.24%
3Y
+0.24%
5Y
-3.06%

Moving Averages

20-Day MA

$50.36

Above 20-Day MA
50-Day MA

$50.43

Below 50-Day MA
200-Day MA

$50.59

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$51.05

Current Price

$50.40

52-Week Low

$49.65

$49.65$51.05

Current Yield

4.37%

Annual Dividend

$0.8217

Frequency

12x/year

Last Ex-Date

Mar 2, 2026

Dividend History

Ex-DateAmountPay Date
Mar 2, 2026$0.2615Mar 4, 2026
Feb 2, 2026$0.2604Feb 4, 2026
Dec 31, 2025$0.2644Jan 5, 2026
Dec 15, 2025$0.0355Dec 17, 2025
Dec 1, 2025$0.2618Dec 3, 2025
Nov 3, 2025$0.2589Nov 5, 2025
Oct 1, 2025$0.2635Oct 3, 2025
Sep 2, 2025$0.2812Sep 4, 2025
Aug 1, 2025$0.3129Aug 5, 2025

Dividend Payments Over Time

Category Comparison

MetricJPHYCash & Others(1005 ETFs)Corporate Bond(397 ETFs)
Fund Info
Expense Ratio0.45%0.60%0.39%
AUM$2.21B$2.65B$1.96B
Dividend Yield4.37%9.55%5.48%
Avg Volume53.8K1.9M529.2K
Holdings374333592
Performance
1-Month Return+0.10%+0.16%-0.06%
6-Month Return-0.45%-0.25%-0.83%
YTD Return-0.38%+2.08%-0.86%
1-Year Return+3.80%+0.52%

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