JPMorgan Active High Yield ETF (JPHY)
JPHY: New Active Bond ETF With Strong Institutional Support
Jpmorgan Active High Yield ETF (JPHY) delivers a 6% yield via a portfolio concentrated in U.S. junk bonds, with 90% below investment grade. JPHY's 6-month track record shows total return slightly trailing the benchmark (SCYB) by 24 bps, but outperforming in price return. With $2B+ AUM at inception and solid trading volume, JPHY exhibits strong market interest despite its short history.
JPHY: High Yield With Active Brain
JPMorgan Active High Yield ETF offers actively managed exposure to US high-yield bonds, aiming for income and capital appreciation through fundamental credit analysis. JPHY's portfolio is diversified across 450+ securities, focusing on BB, B, and CCC-rated bonds, with risk managed via sector, quality, and issuer adjustments. Current macro indicators show a stable liquidity environment and neutral valuations in BB/B tranches, with selective opportunities in CCC, supporting a cautious approach.
JPMorgan Converts Mortgage-Backed Securities Fund to ETF
A new opportunity exists for investors looking to diversify their fixed income portfolios. JPMorgan Asset Management recently launched its newest mutual fund conversion, the JPMorgan Mortgage-Backed Securities ETF (JMTG), on the NYSE Arca.
JPMorgan's New ETF Smashes Records With $2 Billion Kick Off
J.P. Morgan Asset Management launched the latest salvo of the 2025 bond ETF boom on Thursday, rolling out the JPMorgan Active High Yield ETF JPHY with a jaw-dropping $2 billion in assets.
JPHY: Active High Yield ETF From JPMorgan
JPMorgan Active High Yield ETF (JPHY) launched with a $2B institutional anchor, reflecting strong confidence in JPM's active management capabilities. JPHY aims for high income and capital appreciation via active security selection, leveraging JPM's research and allowing up to 20% in investment grade or other assets. Active management is favored in today's market, but current tight high yield spreads make this a less attractive entry point for retail investors.
JPMorgan's Byron Lake: Active Provides “A Tremendous Amount of Value for Investors”
Investors can use active management to adapt their portfolios to adjust to the current investment environment, according to JPMorgan Asset Management's global head of ETF solutions, Byron Lake. Speaking with Jill Malandrino on Nasdaq TradeTalks at Exchange: An ETF Experience, Lake explained how active management could help navigate market volatility and the Federal Reserve's impending [.
JPMorgan Disciplined High Yield ETF (BATS:JPHY) Shares Sold by Ladenburg Thalmann Financial Services Inc.
Ladenburg Thalmann Financial Services Inc. reduced its stake in shares of JPMorgan Disciplined High Yield ETF (BATS:JPHY) by 4.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,591 shares of the company’s stock after selling 238 shares during the period. Ladenburg Thalmann Financial Services […]
Pinnacle Wealth Planning Services Inc. Raises Stake in JPMorgan Disciplined High Yield ETF (BATS:JPHY)
Pinnacle Wealth Planning Services Inc. raised its position in shares of JPMorgan Disciplined High Yield ETF (BATS:JPHY) by 7.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 58,112 shares of the company’s stock after purchasing an additional 3,903 shares during the quarter. […]