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JPHY

GradeBNew York Stock Exchange Arca

JPMorgan Active High Yield ETF

High Yield Bond · J.P. Morgan · Inception 2025-06-24 · SEC filings

$49.25−0.34 (−0.68%)

As of Sep 23, 2026, 3:04 PM EDT

History starts Jun 25, 2025.
Intraday session: down, 29 prints from 49.59 to 49.25. Range 49.25 to 49.52. Use the arrow keys to read each point.$49.30$49.40$49.5010 AM12 PM2 PM4 PM
Expense ratio
0.45%
Fund size
$2.2B
1Y return
+3.5%
Yield · Last 12 months
6.46%
Holdings
564
Volume · 30D
0M sh
NAV per share
$49.44
52W range
low $49.43high $51.15

The ETF.net JPHY Grade

B

59/ 100

Rank 39 of 85 in US High Yield

Confidence High

Six-pillar profile for JPHY. Scores out of 100: Cost 45, Risk 62, Mission 93, Tradability 34, Holdings 56, Durability 59. Strongest: Mission (93). Weakest: Tradability (34). Leans toward Mission.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 59 of 100 sits in the B band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    CScore 45
    Category rank48/85 · mid-pack
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    AScore 93
    Category rank32/74 · top 43%
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    BScore 62
    Category rank14/85 · top 16%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    DScore 34
    Category rank62/85 · mid-pack
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    BScore 56
    Category rank46/85 · mid-pack
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    BScore 59
    Category rank36/85 · top 42%

Graded as of Sep 22, 2026

Our read on JPHY

ETF.net Research

BBorn big. JPMorgan's active junk-bond fund opened in June 2025 with a $2 billion anchor investment, billed as the largest active ETF launch to date. Bottom-up credit picking across roughly 500 bonds, income paid monthly.

Stated mandate

The fund is designed to provide a high level of income, with capital appreciation as a secondary objective. It invests primarily in diversified below-investment-grade debt and applies bottom-up fundamental credit analysis through an active approach.

Why people hold it

  1. 01Launched June 2025 with a $2 billion anchor investment from a single institutional client, so it skipped the thin, fragile first act most new funds live through.am.jpmorgan.com
  2. 02Analysts pick bonds one at a time, with at least 80% of assets in below-investment-grade debt, measured against the ICE BofA US High Yield Constrained Index.am.jpmorgan.com
  3. 03Holdings match the high-yield mandate on the tin, spread across roughly 500 issues, and income goes out monthly rather than quarterly.
  4. 04Grades out in the upper half of a crowded high-yield ETF field.

Worth knowing

  1. 01At 0.45% a year it costs more than index trackers on the same benchmark (USHY runs 0.08%), so the credit team has to add value to close that gap.
  2. 02Volume is light next to the category's giants, so bid-ask spreads can matter more, particularly on large or fast orders.
  3. 03The record starts in June 2025, which is not much history to judge the process against a full credit cycle.

JPHY Holdings

As of Sep 21, 2026, 6:54 PM
Asset class
Bonds
Holdings
564
Top-10 weight
12%
Largest holding
JPMORGAN U.S. GOVERNMENT4.0%

Geography

  • United States91.56%
  • Canada2.73%
  • Liberia1.28%
  • Ireland0.89%
  • United Kingdom0.86%
  • France0.68%
  • Netherlands0.49%
  • Bermuda0.37%
  • Other countries (5)1.14%
The fund’s holdings, weight-ordered — page 1 of 38.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001JPMORGAN U.S. GOVERNMENT4.04%89,018,256$89M26
002CCO HOLDINGS 4.75% 02/321.92%48,278,000$42M19
003ROYAL CARIBBEAN 6% 02/331.00%22,422,000$22M9
004LIVE NATION 6.5% 05/270.83%18,265,000$18M11
005VENTURE 9.875% 02/320.80%16,596,000$18M26
006UNITED 4.125% 04/330.73%16,850,000$16M7
007CCO HOLDINGS 4.75% 03/300.73%17,108,000$16M20
008EMRLD 6.625% 12/300.71%15,499,000$16M20
009TENET 5.125% 11/270.68%15,067,000$15M15
010AMERICAN 5.75% 04/290.66%14,573,166$14M31
011NEXSTAR MEDIA 6.5% 09/330.65%14,438,000$14M24
0121261229 BC LTD 10% 04/320.64%13,654,000$14M21
013ENTEGRIS INC 5.95% 06/300.63%13,827,000$14M14
014IHEARTCOMMUN 9.125% 05/290.58%14,713,000$13M14
015HILTON 4.875% 04/270.57%12,670,000$13M8

Showing 1–15 of 563 holdings

JPHY Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

JPHY$10,350
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. JPHY $10,350. SPY $11,723. Use the arrow keys to read each point.$9,353$10,646$11,940Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for JPHY. Periods over one year show the average yearly return.
PeriodJPHY
Year to date+2.2%
1 month−0.5%
3 months−0.0%
1 year+3.5%
3 yearsFund is under 3 years oldper year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for JPHY
YearReturn barJPHY
2026 YTD+2.2%
2025+4.0%

History from Jun 25, 2025

JPHY in the news

ETF.net Research hasn’t filed on JPHY yet — coverage lands here as it’s written.

JPHY Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
6.46%Last 12 months
Payout per share
$3.20Last 12 months
Last payment
$0.28 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Monthly

Distribution history

2025–2026

One bar per payment. 15 payments from 2025 to 2026 YTD. Aug 1, 2025 $0.31; Sep 2, 2025 $0.28; Oct 1, 2025 $0.26; Nov 3, 2025 $0.26; Dec 1, 2025 $0.26; Dec 15, 2025 $0.04; Dec 31, 2025 $0.26; Feb 2, 2026 $0.26; Mar 2, 2026 $0.26; Apr 1, 2026 $0.26; May 1, 2026 $0.26; Jun 1, 2026 $0.26; Jul 1, 2026 $0.27; Aug 3, 2026 $0.27; Sep 1, 2026 $0.28. Use the arrow keys to read each point.20252026YTD
Ex-datePay dateAmount per share
Sep 1, 2026Sep 3, 2026$0.28
Aug 3, 2026Aug 5, 2026$0.27
Jul 1, 2026Jul 6, 2026$0.27
Jun 1, 2026Jun 3, 2026$0.26
May 1, 2026May 5, 2026$0.26
Apr 1, 2026Apr 6, 2026$0.26
Mar 2, 2026Mar 4, 2026$0.26
Feb 2, 2026Feb 4, 2026$0.26
Dec 31, 2025Jan 5, 2026$0.26
Dec 15, 2025Dec 17, 2025$0.04
Dec 1, 2025Dec 3, 2025$0.26
Nov 3, 2025Nov 5, 2025$0.26

JPHY Risk

How much the fund’s monthly returns vary, scaled to a year.
1.9%
Annualised · 14 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
0.85
vs 3-month T-bills · 14 months to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−1.6%
14 months · trough Mar 2026
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.12
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

JPHY Cost

Expense ratio0.45%
  • The middle half of US High Yield funds
  • Median 0.43%

43 of the 84 US High Yield funds charge less.

JPHY costs $45.00 a year on $10,000. The median US High Yield fund costs $43.50.