Free Trial
→ Miss This Window And You Miss Everything (From Crypto Swap Profits) (Ad) Free JPHY Stock Alerts

JPMorgan Active High Yield ETF (JPHY) Institutional Ownership

$50.42 +0.03 (+0.05%)
As of 07/17/2025
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Active High Yield ETF (BATS:JPHY)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$2.62M
Number of
Institutional Sellers
(last 12 months)
0
Get JPHY Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Active High Yield ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JPHY Institutional Buying and Selling by Quarter

JPMorgan Active High Yield ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2025 Investment Partners Asset Management Inc.46,198$2.16M1.5%N/A0.116%
7/15/2025 CGN Advisors LLC5,784$270K0.0%N/A0.014%
8/4/2023Envestnet Asset Management Inc.93,117$4.15M0.0%+26.2%0.000%
8/4/2023Mission Wealth Management LP63,065$2.81M0.1%-14.6%0.000%
8/3/2023Simmons Bank67,093$2.99M0.3%-14.5%0.000%
8/3/2023 Dynamic Advisor Solutions LLC120,941$5.40M0.3%+67.9%0.000%
8/2/2023Acorn Wealth Advisors LLC7,172$320K0.2%-4.9%0.000%
7/31/2023LPL Financial LLC356,783$15.92M0.0%+320.3%0.000%
7/31/2023Wolf Group Capital Advisors31,318$1.38M0.7%+5.2%0.000%
7/26/2023Albion Financial Group UT26,207$1.17M0.1%-7.5%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.79,857$3.56M0.0%+3.7%0.000%
7/25/2023Raymond James & Associates11,624$519K0.0%+6.2%0.000%
7/24/2023Galvin Gaustad & Stein LLC79,311$3.54M0.3%-8.6%0.000%
7/21/2023 Graypoint LLC12,239$546K0.1%-17.3%0.000%
7/20/2023PFG Advisors29,338$1.31M0.1%+16.8%0.000%
7/18/2023KCS Wealth Advisory16,875$753K0.3%-2.1%0.000%
7/17/2023Patriot Financial Group Insurance Agency LLC6,225$278K0.1%+9.6%0.000%
7/14/2023 Park Avenue Securities LLC15,981$713K0.0%N/A0.000%
7/13/2023 Windsor Capital Management LLC134,332$5.99M2.0%+2.4%0.000%
7/12/2023 Independent Wealth Network Inc.8,931$398K0.2%+25.2%0.000%
7/12/2023Royal Fund Management LLC68,025$3.04M0.4%+0.9%0.000%
7/10/2023 Financial Management Professionals Inc.2,102$94K0.0%-50.0%0.000%
5/16/2023 Graves Light Lenhart Wealth Inc.45,047$2.02M0.3%+27.7%0.000%
5/12/2023GeoWealth Management LLC17,946$807K0.1%-18.5%0.000%
5/12/2023HighTower Advisors LLC326,493$14.65M0.0%+2.3%0.000%
5/10/2023MAI Capital Management19,572$879K0.0%N/A0.000%
5/10/2023LPL Financial LLC84,897$3.81M0.0%-17.0%0.000%
5/9/2023Nicolet Advisory Services LLC129,054$5.73M0.7%-2.4%0.000%
5/5/2023Assetmark Inc.2,924$131K0.0%+147.6%0.000%
5/5/2023Capital Analysts LLC5,219$235K0.0%+4.8%0.000%
5/3/2023Pinnacle Wealth Planning Services Inc.87,137$3.92M0.7%-6.8%0.000%
5/3/2023Great Valley Advisor Group Inc.397,034$17.84M0.8%N/A0.000%
5/2/2023 Graypoint LLC14,801$665K0.1%+11.0%0.000%
4/28/2023Simmons Bank78,513$3.53M0.3%-53.5%0.000%
4/26/2023State of New Jersey Common Pension Fund D250,000$11.23M0.0%-50.0%0.000%
4/21/2023PFG Advisors25,108$1.13M0.1%N/A0.000%
4/18/2023 Independent Wealth Network Inc.7,134$321K0.2%-5.5%0.000%
4/18/2023Albion Financial Group UT28,337$1.27M0.1%+12.7%0.000%
4/18/2023KCS Wealth Advisory17,241$775K0.3%-3.1%0.000%
4/17/2023Galvin Gaustad & Stein LLC86,815$3.90M0.4%+9.1%0.000%
Miss This Window And You Miss Everything (Ad)

There’s a moment in every crypto cycle when everything just clicks — and that moment is now. This is the phase when momentum builds, news turns bullish, and markets ignite. Inside The Crypto Code Workshop, you’ll get the roadmap to ride this wave — and $10 in free Bitcoin just for showing up.

Join The Crypto Code Workshop + get $10 in Bitcoin for attending
4/17/2023 Gradient Investments LLC1,433$64K0.0%-99.6%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.77,005$3.46M0.0%+29.6%0.000%
4/14/2023Raymond James & Associates10,941$492K0.0%+2.1%0.000%
4/13/2023Apeiron RIA LLC4,520$203K0.1%N/A0.000%
4/13/2023 Financial Management Professionals Inc.4,200$189K0.0%N/A0.000%
4/10/2023 Windsor Capital Management LLC131,147$5.89M2.0%+2.1%0.000%
4/10/2023Royal Fund Management LLC67,409$3.03M0.4%+0.8%0.000%
4/7/2023Mission Wealth Management LP73,885$3.32M0.1%+2.4%0.000%
2/13/2023GeoWealth Management LLC22,027$965K0.1%+3.3%0.000%
2/13/2023Pinnacle Wealth Planning Services Inc.93,469$4.10M0.7%+64.0%0.000%
2/13/2023Neuberger Berman Group LLC65,346$2.87M0.0%+111.3%0.000%
2/13/2023Galvin Gaustad & Stein LLC79,554$3.49M0.4%+49.1%0.000%
2/13/2023JPMorgan Chase & Co.4,172,370$182.92M0.0%-7.1%0.000%
2/10/2023Assetmark Inc.1,181$52K0.0%+541.8%0.000%
2/10/2023Advisor Group Holdings Inc.84,037$3.69M0.0%-2.0%0.000%
2/10/2023Acorn Wealth Advisors LLC7,752$340K0.3%-12.5%0.000%
2/10/2023Capital Advisors Wealth Management LLC5,583$245K0.1%+12.9%0.000%
2/9/2023Nicolet Advisory Services LLC132,295$6.00M0.8%-5.4%0.000%
2/9/2023HighTower Advisors LLC319,063$13.97M0.0%-0.9%0.000%
2/9/2023Mercer Global Advisors Inc. ADV77,697$3.41M0.0%+10.3%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.59,435$2.61M0.0%+21.9%0.000%
2/8/2023Capital Analysts LLC4,981$218K0.0%+39.2%0.000%
2/8/2023Simmons Bank169,008$7.41M0.6%-8.5%0.000%
2/8/2023Donoghue Forlines LLC10,531$462K0.2%-9.2%0.000%
2/8/2023KCS Wealth Advisory17,796$780K0.3%+9.9%0.000%
2/7/2023LPL Financial LLC102,343$4.49M0.0%+94.0%0.000%
2/7/2023Condor Capital Management102,264$4.48M0.6%-32.7%0.000%
2/7/2023Envestnet Asset Management Inc.42,325$1.86M0.0%+219.4%0.000%
2/7/2023Wolf Group Capital Advisors31,590$1.39M0.7%+11.4%0.000%
2/3/2023Albion Financial Group UT25,147$1.10M0.1%+26.3%0.000%
2/2/2023Mission Wealth Management LP72,149$3.16M0.2%-15.5%0.000%
2/1/2023State of New Jersey Common Pension Fund D500,000$21.92M0.1%N/A0.000%
1/31/2023 Graypoint LLC13,333$584K0.1%-17.8%0.000%
1/24/2023 Park Avenue Securities LLC7,148$313K0.0%N/A0.000%
1/20/2023Avestar Capital LLC11,756$518K0.1%N/A0.000%
1/20/2023Royal Fund Management LLC66,850$2.93M0.5%-1.0%0.000%
1/17/2023Patriot Financial Group Insurance Agency LLC5,665$248K0.0%-12.3%0.000%
1/17/2023 Gallacher Capital Management LLC42,675$1.87M1.1%N/A0.000%
1/13/2023 Windsor Capital Management LLC128,414$5.63M2.0%-2.9%0.000%
1/13/2023 Dynamic Advisor Solutions LLC27,016$1.18M0.1%+379.5%0.000%
1/10/2023 Gradient Investments LLC398,171$17.46M0.6%+34.5%0.000%
12/12/2022WealthPlan Investment Management LLC15,612$696K0.1%N/A0.000%
11/16/2022CreativeOne Wealth LLC55,762$2.36M0.1%-5.1%0.000%
11/15/2022Lido Advisors LLC24,667$1.05M0.0%+2.1%0.000%
11/15/2022Flow Traders U.S. LLC32,812$1.39M0.1%+23.9%0.000%
11/14/2022Visionary Wealth Advisors85,501$3.62M0.4%-6.0%0.000%
11/14/2022MML Investors Services LLC5,465$232K0.0%N/A0.000%
11/10/2022Condor Capital Management152,005$6.44M0.8%-32.0%0.000%
11/10/2022Nicolet Advisory Services LLC139,824$5.91M1.0%-3.9%0.000%
11/9/2022Acorn Wealth Advisors LLC8,863$376K0.3%-10.2%0.000%
Miss This Window And You Miss Everything (Ad)

There’s a moment in every crypto cycle when everything just clicks — and that moment is now. This is the phase when momentum builds, news turns bullish, and markets ignite. Inside The Crypto Code Workshop, you’ll get the roadmap to ride this wave — and $10 in free Bitcoin just for showing up.

Join The Crypto Code Workshop + get $10 in Bitcoin for attending
11/9/2022Pinnacle Wealth Planning Services Inc.56,993$2.42M0.4%+5.2%0.000%
11/9/2022Wolf Group Capital Advisors28,366$1.20M0.7%+4.2%0.000%
11/7/2022Donoghue Forlines LLC11,601$492K0.2%+10.2%0.000%
11/7/2022Wealth Management Solutions LLC4,951$210K0.1%-49.9%0.000%
11/3/2022 Windsor Capital Management LLC132,188$5.60M2.1%-1.8%0.000%
11/1/2022Patriot Financial Group Insurance Agency LLC6,461$274K0.1%-12.2%0.000%
10/27/2022Simmons Bank184,730$7.83M0.7%-4.0%0.000%
10/27/2022Albion Financial Group UT19,912$844K0.1%+61.1%0.000%
10/26/2022Galvin Gaustad & Stein LLC53,367$2.26M0.2%+61.4%0.000%
10/26/2022Nelson Van Denburg & Campbell Wealth Management Group LLC5,328$225K0.0%-39.6%0.000%
(Data available from 1/1/2016 forward)

JPHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPHY shares?

During the previous two years, 16 institutional investors and hedge funds held shares of JPMorgan Active High Yield ETF. The most heavily invested institutionals were LPL Financial LLC ($15.92M), Dynamic Advisor Solutions LLC ($5.40M), Envestnet Asset Management Inc. ($4.15M), Raymond James Financial Services Advisors Inc. ($3.56M), Galvin Gaustad & Stein LLC ($3.54M), Simmons Bank ($2.99M), and Mission Wealth Management LP ($2.81M).Learn more on JPMorgan Active High Yield ETF's institutional investors.

Which institutional investors have been buying JPMorgan Active High Yield ETF's stock?

Of the 9 institutional investors that purchased JPMorgan Active High Yield ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($271.89K), Dynamic Advisor Solutions LLC ($48.90K), Investment Partners Asset Management Inc. ($46.20K), Envestnet Asset Management Inc. ($19.30K), CGN Advisors LLC ($5.78K), PFG Advisors ($4.23K), and Raymond James Financial Services Advisors Inc. ($2.85K).

How much institutional buying is happening at JPMorgan Active High Yield ETF?

Institutional investors have bought a total of 51,982 shares in the last 24 months. This purchase volume represents approximately $2.62M in transactions.


Related Companies

This page (BATS:JPHY) was last updated on 7/18/2025 by MarketBeat.com Staff
From Our Partners
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
FREE BUY ALERT: These 3 tiny AI stocks could surge
We're living in unprecedented times. Most people think it's too late to get into AI right now … That the...
Weiss Ratings | Sponsored
Will I be blacklisted?
Porter Stansberry says a financial force bigger than 9/11 or COVID is already ripping through America — and mo...
Porter & Company | Sponsored
“All the land that you see I will give to you and your offspring forever…”
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
[ATTENTION] This Crypto Rocket Is About Launch…
Every crypto bull market ends with a final surge — the window where fortunes are made fast. According to tw...
Crypto Swap Profits | Sponsored
Steve Jobs' Deathbed Secret Finally Leaked
Leaked: Jobs’ Final Apple Project Exposed Bloomberg just leaked details of a secret project Steve Jobs set ...
Banyan Hill Publishing | Sponsored
Treasury Secretary Bessent Is Betting Big on Gold
When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gol...
Golden Portfolio | Sponsored