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JPHYJPMorgan Active High Yield ETF

Get income1y track recordRanked #662 of 1,706 in this goal

Seeks to achieve a return in excess of the benchmark with a high level of current income.

By JPMorgan · Launched 2025

Annual Cost

0.45%

#2,319 of 6,040 · average

Fund Size

$2.2B

#737 of 6,040 · large

Return (1Y)

+3.7%

Track Record

1 year

#4,422 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,369+3.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Index tracked

ICE BofA US High Yield Constrained Index

Holdings

By weight

Concentration

Top 10 holdings = 13.3% of funddiversified

JPMorgan U.S. Government Money Market Fund
5.9%
Royal Caribbean Cruises Ltd.
1.1%
CCO Holdings LLC
1.0%
Live Nation Entertainment, Inc.
0.8%
CCO Holdings LLC
0.8%
Ford Motor Credit Co. LLC
0.8%
Venture Global LNG, Inc.
0.8%
American Airlines, Inc.
0.7%
EMRLD Borrower LP
0.7%
Tenet Healthcare Corp.
0.7%

Asset allocation

Bonds
94.8%
Cash
5.1%
Preferred
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.0%Low

Year-on-year price swings

Max drawdown
-25.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
-0.12Below average
Sortino (3Y)
-0.20Moderate downside risk

Bond profile

Duration

6.5 years

Avg maturity

9.9 years

Credit ratings

US Government
1.7%

Listing

Exchange
Cboe BZX, NYSE Arca

Full fund details

Objective
Seeks to achieve a return in excess of the benchmark with a high level of current income.
Strategy
Invests primarily in below investment grade corporate debt securities, including high yield and distressed debt, to outperform the ICE BofA US High Yield Constrained Index. Focuses on value through in-depth issuer analysis and may use derivatives for risk management and income generation.
Inception date
June 24, 2025
Fund family
JPMorgan

Next steps

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Data updated on 2026-09-18