JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (JPHY) Institutional Ownership

→ Secret Bull Market Starts in This Unusual Sector (From Altimetry) (Ad)

Free JPHY Stock Alerts

$45.14

+0.09 (+0.20%)

(As of 04/19/2024 ET)

Compare

Stock Analysis Chart Headlines Ownership

Number of Institutional Buyers (last 12 months): 23
Total Institutional Inflows (last 12 months): $65.62M

Number of Institutional Sellers (last 12 months): 16
Total Institutional Outflows (last 12 months): $77.70M

Get JPHY Insider Trade Alerts

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

JPHY Institutional Buying and Selling by Quarter

Ad DTI

Biden’s $374B Giveaway Into This Sector

Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here

Click here for the full story

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/4/2023	Envestnet Asset Management Inc.	93,117	$4.15M	0.0%	+26.2%	0.000%
8/4/2023	Mission Wealth Management LP	63,065	$2.81M	0.1%	-14.6%	0.000%
8/3/2023	Simmons Bank	67,093	$2.99M	0.3%	-14.5%	0.000%
8/3/2023	Dynamic Advisor Solutions LLC	120,941	$5.40M	0.3%	+67.9%	0.000%
8/2/2023	Acorn Wealth Advisors LLC	7,172	$320K	0.2%	-4.9%	0.000%
7/31/2023	LPL Financial LLC	356,783	$15.92M	0.0%	+320.3%	0.000%
Get the Latest News and Ratings for JPHY and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for JPMorgan BetaBuilders USD High Yield Corporate Bond ETF and its competitors with MarketBeat's FREE daily newsletter.
7/31/2023	Wolf Group Capital Advisors	31,318	$1.38M	0.7%	+5.2%	0.000%
7/26/2023	Albion Financial Group UT	26,207	$1.17M	0.1%	-7.5%	0.000%
7/25/2023	Raymond James Financial Services Advisors Inc.	79,857	$3.56M	0.0%	+3.7%	0.000%
7/25/2023	Raymond James & Associates	11,624	$519K	0.0%	+6.2%	0.000%
7/24/2023	Galvin Gaustad & Stein LLC	79,311	$3.54M	0.3%	-8.6%	0.000%
7/21/2023	Graypoint LLC	12,239	$546K	0.1%	-17.3%	0.000%
7/20/2023	PFG Advisors	29,338	$1.31M	0.1%	+16.8%	0.000%
7/18/2023	KCS Wealth Advisory	16,875	$753K	0.3%	-2.1%	0.000%
7/17/2023	Patriot Financial Group Insurance Agency LLC	6,225	$278K	0.1%	+9.6%	0.000%
7/14/2023	Park Avenue Securities LLC	15,981	$713K	0.0%	N/A	0.000%
7/13/2023	Windsor Capital Management LLC	134,332	$5.99M	2.0%	+2.4%	0.000%
7/12/2023	Independent Wealth Network Inc.	8,931	$398K	0.2%	+25.2%	0.000%
7/12/2023	Royal Fund Management LLC	68,025	$3.04M	0.4%	+0.9%	0.000%
7/10/2023	Financial Management Professionals Inc.	2,102	$94K	0.0%	-50.0%	0.000%
5/18/2023	JPMorgan Chase & Co.	2,870,194	$128.96M	0.0%	-31.2%	0.000%
5/16/2023	Mercer Global Advisors Inc. ADV	78,387	$3.52M	0.0%	+0.9%	0.000%
5/16/2023	Susquehanna International Group LLP	4,976	$224K	0.0%	-78.7%	0.000%
5/16/2023	Jane Street Group LLC	926,438	$41.63M	0.0%	+180.7%	0.000%
5/16/2023	Graves Light Lenhart Wealth Inc.	45,047	$2.02M	0.3%	+27.7%	0.000%
5/15/2023	Lido Advisors LLC	24,825	$1.12M	0.0%	+2.2%	0.000%
5/12/2023	GeoWealth Management LLC	17,946	$807K	0.1%	-18.5%	0.000%
5/12/2023	MML Investors Services LLC	27,707	$1.25M	0.0%	+8.7%	0.000%
5/12/2023	UBS Group AG	985	$44K	0.0%	-27.5%	0.000%
5/12/2023	HighTower Advisors LLC	326,493	$14.65M	0.0%	+2.3%	0.000%
5/11/2023	Envestnet Asset Management Inc.	73,813	$3.32M	0.0%	+74.4%	0.000%
5/10/2023	MAI Capital Management	19,572	$879K	0.0%	N/A	0.000%
5/10/2023	LPL Financial LLC	84,897	$3.81M	0.0%	-17.0%	0.000%
5/9/2023	Nicolet Advisory Services LLC	129,054	$5.73M	0.7%	-2.4%	0.000%
5/5/2023	Assetmark Inc.	2,924	$131K	0.0%	+147.6%	0.000%
5/5/2023	Capital Analysts LLC	5,219	$235K	0.0%	+4.8%	0.000%
5/3/2023	Pinnacle Wealth Planning Services Inc.	87,137	$3.92M	0.7%	-6.8%	0.000%
5/3/2023	Great Valley Advisor Group Inc.	397,034	$17.84M	0.8%	N/A	0.000%
5/2/2023	Graypoint LLC	14,801	$665K	0.1%	+11.0%	0.000%
4/28/2023	Simmons Bank	78,513	$3.53M	0.3%	-53.5%	0.000%
Secret Bull Market Starts in This Unusual Sector (Ad) "We're only at the very beginning of a new wave that could deliver 500%-plus gains in the years to come." In fact, 50 small companies related to this sector have already soared 100% or more in a recent 90-day stretch. Click for my No. 1 investment, all free of charge, click here.
4/26/2023	State of New Jersey Common Pension Fund D	250,000	$11.23M	0.0%	-50.0%	0.000%
4/21/2023	PFG Advisors	25,108	$1.13M	0.1%	N/A	0.000%
4/18/2023	Independent Wealth Network Inc.	7,134	$321K	0.2%	-5.5%	0.000%
4/18/2023	Albion Financial Group UT	28,337	$1.27M	0.1%	+12.7%	0.000%
4/18/2023	KCS Wealth Advisory	17,241	$775K	0.3%	-3.1%	0.000%
4/17/2023	Galvin Gaustad & Stein LLC	86,815	$3.90M	0.4%	+9.1%	0.000%
4/17/2023	Gradient Investments LLC	1,433	$64K	0.0%	-99.6%	0.000%
4/14/2023	Raymond James Financial Services Advisors Inc.	77,005	$3.46M	0.0%	+29.6%	0.000%
4/14/2023	Raymond James & Associates	10,941	$492K	0.0%	+2.1%	0.000%
4/13/2023	Apeiron RIA LLC	4,520	$203K	0.1%	N/A	0.000%
4/13/2023	Financial Management Professionals Inc.	4,200	$189K	0.0%	N/A	0.000%
4/10/2023	Windsor Capital Management LLC	131,147	$5.89M	2.0%	+2.1%	0.000%
4/10/2023	Royal Fund Management LLC	67,409	$3.03M	0.4%	+0.8%	0.000%
4/7/2023	Mission Wealth Management LP	73,885	$3.32M	0.1%	+2.4%	0.000%
2/16/2023	CreativeOne Wealth LLC	42,558	$1.87M	0.1%	-23.7%	0.000%
2/15/2023	Cape Cod Five Cents Savings Bank	22,153	$971K	0.1%	N/A	0.000%
2/15/2023	Founders Financial Alliance LLC	77,940	$3.42M	1.6%	N/A	0.000%
2/15/2023	Jane Street Group LLC	330,056	$14.47M	0.0%	+96.9%	0.000%
2/15/2023	Morgan Stanley	17,306	$759K	0.0%	-21.0%	0.000%
2/14/2023	Susquehanna International Group LLP	23,411	$1.03M	0.0%	-62.6%	0.000%
2/13/2023	GeoWealth Management LLC	22,027	$965K	0.1%	+3.3%	0.000%
2/13/2023	Pinnacle Wealth Planning Services Inc.	93,469	$4.10M	0.7%	+64.0%	0.000%
2/13/2023	Neuberger Berman Group LLC	65,346	$2.87M	0.0%	+111.3%	0.000%
2/13/2023	Galvin Gaustad & Stein LLC	79,554	$3.49M	0.4%	+49.1%	0.000%
2/13/2023	JPMorgan Chase & Co.	4,172,370	$182.92M	0.0%	-7.1%	0.000%
2/10/2023	Bank of America Corp DE	1,567	$69K	0.0%	-13.0%	0.000%
2/10/2023	Assetmark Inc.	1,181	$52K	0.0%	+541.8%	0.000%
2/10/2023	Advisor Group Holdings Inc.	84,037	$3.69M	0.0%	-2.0%	0.000%
2/10/2023	Acorn Wealth Advisors LLC	7,752	$340K	0.3%	-12.5%	0.000%
2/10/2023	Capital Advisors Wealth Management LLC	5,583	$245K	0.1%	+12.9%	0.000%
2/9/2023	Nicolet Advisory Services LLC	132,295	$6.00M	0.8%	-5.4%	0.000%
2/9/2023	HighTower Advisors LLC	319,063	$13.97M	0.0%	-0.9%	0.000%
2/9/2023	Mercer Global Advisors Inc. ADV	77,697	$3.41M	0.0%	+10.3%	0.000%
2/8/2023	Raymond James Financial Services Advisors Inc.	59,435	$2.61M	0.0%	+21.9%	0.000%
2/8/2023	Raymond James & Associates	10,712	$470K	0.0%	-2.5%	0.000%
2/8/2023	UBS Group AG	1,359	$60K	0.0%	+49.2%	0.000%
2/8/2023	Capital Analysts LLC	4,981	$218K	0.0%	+39.2%	0.000%
2/8/2023	Simmons Bank	169,008	$7.41M	0.6%	-8.5%	0.000%
2/8/2023	Donoghue Forlines LLC	10,531	$462K	0.2%	-9.2%	0.000%
2/8/2023	KCS Wealth Advisory	17,796	$780K	0.3%	+9.9%	0.000%
2/7/2023	LPL Financial LLC	102,343	$4.49M	0.0%	+94.0%	0.000%
2/7/2023	Condor Capital Management	102,264	$4.48M	0.6%	-32.7%	0.000%
2/7/2023	Envestnet Asset Management Inc.	42,325	$1.86M	0.0%	+219.4%	0.000%
2/7/2023	Wolf Group Capital Advisors	31,590	$1.39M	0.7%	+11.4%	0.000%
2/3/2023	Albion Financial Group UT	25,147	$1.10M	0.1%	+26.3%	0.000%
2/2/2023	Mission Wealth Management LP	72,149	$3.16M	0.2%	-15.5%	0.000%
2/1/2023	State of New Jersey Common Pension Fund D	500,000	$21.92M	0.1%	N/A	0.000%
1/31/2023	Graypoint LLC	13,333	$584K	0.1%	-17.8%	0.000%
1/24/2023	Park Avenue Securities LLC	7,148	$313K	0.0%	N/A	0.000%
1/20/2023	Avestar Capital LLC	11,756	$518K	0.1%	N/A	0.000%
Secret Bull Market Starts in This Unusual Sector (Ad) "We're only at the very beginning of a new wave that could deliver 500%-plus gains in the years to come." In fact, 50 small companies related to this sector have already soared 100% or more in a recent 90-day stretch. Click for my No. 1 investment, all free of charge, click here.
1/20/2023	Royal Fund Management LLC	66,850	$2.93M	0.5%	-1.0%	0.000%
1/17/2023	Patriot Financial Group Insurance Agency LLC	5,665	$248K	0.0%	-12.3%	0.000%
1/17/2023	Gallacher Capital Management LLC	42,675	$1.87M	1.1%	N/A	0.000%
1/13/2023	Windsor Capital Management LLC	128,414	$5.63M	2.0%	-2.9%	0.000%
1/13/2023	Dynamic Advisor Solutions LLC	27,016	$1.18M	0.1%	+379.5%	0.000%
1/10/2023	Gradient Investments LLC	398,171	$17.46M	0.6%	+34.5%	0.000%
12/12/2022	WealthPlan Investment Management LLC	15,612	$696K	0.1%	N/A	0.000%
11/16/2022	CreativeOne Wealth LLC	55,762	$2.36M	0.1%	-5.1%	0.000%
11/16/2022	Jane Street Group LLC	167,607	$7.11M	0.0%	-61.0%	0.000%
11/15/2022	Neuberger Berman Group LLC	30,927	$1.31M	0.0%	+251.2%	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, 75 institutional investors and hedge funds held shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($128.96M), Jane Street Group LLC ($41.63M), Great Valley Advisor Group Inc. ($17.84M), LPL Financial LLC ($15.92M), HighTower Advisors LLC ($14.65M), Rainey & Randall Investment Management Inc. ($14.58M), and State of New Jersey Common Pension Fund D ($11.23M).Learn more on JPHY's institutional investors.
Which institutional investors have been buying JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock?: Of the 52 institutional investors that purchased JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($1.10M), State of New Jersey Common Pension Fund D ($500K), Gradient Investments LLC ($397.83K), Great Valley Advisor Group Inc. ($397.03K), LPL Financial LLC ($321.48K), Envestnet Asset Management Inc. ($82.74K), and Galvin Gaustad & Stein LLC ($80.54K).
How much institutional buying is happening at JPMorgan BetaBuilders USD High Yield Corporate Bond ETF?: Institutional investors have bought a total of 3,676,769 shares in the last 24 months. This purchase volume represents approximately $162.61M in transactions.

Which JPMorgan BetaBuilders USD High Yield Corporate Bond ETF major shareholders have been selling company stock?: Of the 52 institutional investors that sold JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($18.96M), Jane Street Group LLC ($673.89K), Gradient Investments LLC ($421.27K), SAM Advisors LLC ($334.04K), State of New Jersey Common Pension Fund D ($250K), Simmons Bank ($142.17K), and Condor Capital Management ($131.41K).
How much institutional selling is happening at JPMorgan BetaBuilders USD High Yield Corporate Bond ETF?: Institutional investors have sold a total of 21,672,789 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.

Related Companies:

This page (BATS:JPHY) was last updated on 4/19/2024 by MarketBeat.com Staff

From Our Partners

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (JPHY) Institutional Ownership

JPHY Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Major Shareholders & Ownership History

JPHY Institutional Ownership - Frequently Asked Questions

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (JPHY) Institutional Ownership

Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:JPHY)

JPHY Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Major Shareholders & Ownership History

JPHY Institutional Ownership - Frequently Asked Questions