Each N-PORT filing of JPHY compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/jphy/https://themulden.com/funds/jphy/508 positions became 532: 55 added (6.99% of the fund), 31 dropped (5.95%). Turnover proxy 13.7%. Largest increases: CCO Holdings LLC 0.25% to 1.11%; Mauser Packaging Solutions Holding Co. 0.24% to 0.54%; Vistra Operations Co. LLC 0.05% to 0.31%; Madison IAQ LLC 0.21% to 0.47%; CCO Holdings LLC 0.49% to 0.74%; Sirius XM Radio LLC 0.2% to 0.41%. Largest decreases: JPMorgan U.S. Government Money Market Fund 5.9% to 2.35%; WR Grace Holdings LLC 0.6% to 0.08%; CCO Holdings LLC 0.44% to 0.15%; Expand Energy Corp. 0.61% to 0.38%; Medline Borrower LP 0.64% to 0.43%; Directv Financing LLC 0.25% to 0.04%. New: Nexstar Media, Inc. (0.67%), United States of America (0.51%), United States of America (0.51%), PR RNO Property Owner 1 LLC (0.45%), Nexstar Media, Inc. (0.39%), Meridian Arc Holdco LLC (0.33%). Gone: CCO Holdings LLC (0.98%), Nexstar Media, Inc. (0.62%), Frontier Communications Holdings LLC (0.33%), NuStar Logistics LP (0.33%), Archrock Partners LP (0.32%), Kodiak Gas Services LLC (0.3%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Jul 2026 12:00:00 GMThttps://themulden.com/funds/jphy/https://themulden.com/funds/jphy/486 positions became 508: 50 added (4.88% of the fund), 28 dropped (4.64%). Turnover proxy 9.5%. Largest increases: JPMorgan U.S. Government Money Market Fund 3.23% to 5.9%; 1261229 BC Ltd. 0.51% to 0.66%; Mauser Packaging Solutions Holding Co. 0.09% to 0.24%; Shutterfly Finance LLC 0.05% to 0.18%; Aramark Services, Inc. 0.22% to 0.34%; TEGNA, Inc. 0.1% to 0.21%. Largest decreases: CCO Holdings LLC 1.45% to 0.44%; Bombardier, Inc. 0.3% to 0.1%; NGL Energy Operating LLC 0.42% to 0.21%; Acadia Healthcare Co., Inc. 0.41% to 0.21%; Prime Security Services Borrower LLC 0.22% to 0.05%; EquipmentShare.com, Inc. 0.48% to 0.34%. New: CCO Holdings LLC (0.49%), Cooper-Standard Automotive, Inc. (0.45%), Axalta Coating Systems Dutch Holding B BV (0.34%), Celanese US Holdings LLC (0.25%), Altice France SA (0.23%), Surgery Center Holdings, Inc. (0.19%). Gone: Albertsons Cos., Inc. (0.87%), OneMain Finance Corp. (0.49%), Frontier Communications Holdings LLC (0.27%), CommScope LLC (0.25%), Performance Food Group, Inc. (0.25%), United Airlines, Inc. (0.22%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Apr 2026 12:00:00 GMThttps://themulden.com/funds/jphy/https://themulden.com/funds/jphy/462 positions became 486: 57 added (5.63% of the fund), 33 dropped (4.71%). Turnover proxy 8%. Largest increases: Vistra Operations Co. LLC 0.02% to 0.33%; iHeartCommunications, Inc. 0.39% to 0.59%; Entegris, Inc. 0.5% to 0.67%; Medline Borrower LP 0.11% to 0.25%; Hess Midstream Operations LP 0.11% to 0.25%; United Rentals North America, Inc. 0.1% to 0.21%. Largest decreases: Tallgrass Energy Partners LP 0.77% to 0.51%; Royal Caribbean Cruises Ltd. 0.51% to 0.25%; Baytex Energy Corp. 0.36% to 0.13%; Civitas Resources, Inc. 0.52% to 0.37%; Community Health Systems, Inc. 0.28% to 0.15%; Venture Global LNG, Inc. 0.13% to 0.01%. New: Talen Energy Supply LLC (0.3%), Mauser Packaging Solutions Holding Co. (0.26%), WULF Compute LLC (0.25%), Tallgrass Energy Partners LP (0.24%), Standard Building Solutions, Inc. (0.22%), NOVA Chemicals Corp. (0.22%). Gone: Carpenter Technology Corp. (0.48%), Vistra Operations Co. LLC (0.44%), Energizer Holdings, Inc. (0.33%), Carnival Corp. (0.33%), Mauser Packaging Solutions Holding Co. (0.28%), Global Medical Response, Inc. (0.25%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Jan 2026 12:00:00 GMT