Free Trial
→ Trump's gold order: the announcement they won't put on the front page (From Reagan Gold Group) (Ad)tc pixel Free JPHY Stock Alerts

JPMorgan Active High Yield ETF (JPHY) Institutional Ownership

$50.52 +0.12 (+0.24%)
As of 10:07 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$2.12B
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$2.35M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/12/2026 Jane Street Group LLC22,307$1.13M0.0%+72.2%0.056%
2/11/2026 JPMorgan Chase & Co.802,844$40.62M0.0%N/A2.010%
2/6/2026New Millennium Group LLC7,984$404K0.2%N/A0.020%
2/6/2026 Prevail Innovative Wealth Advisors LLC50,042$2.53M0.5%N/A0.125%
1/23/2026 Farther Finance Advisors LLC265,296$13.42M0.1%-14.8%0.664%
1/23/2026 Assetmark Inc.289,374$14.64M0.0%N/A0.724%
1/13/2026 CMH Wealth Management LLC501,730$25.52M5.5%+4.6%1.256%
1/13/2026 Cadent Capital Advisors LLC7,553$382K0.1%N/A0.019%
10/21/2025 CMH Wealth Management LLC479,750$24.48M5.2%N/A1.201%
10/14/2025 Farther Finance Advisors LLC311,455$15.89M0.2%N/A0.780%
8/14/2025 California Public Employees Retirement System39,896,037$2.02B1.3%N/A99.865%
8/13/2025CW Advisors LLC39,066$1.82M0.0%N/A0.098%
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%
8/3/2023Dynamic 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%
7/21/2023Graypoint 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%
7/14/2023Park Avenue Securities LLC15,981$713K0.0%N/A0.000%
7/13/2023Windsor Capital Management LLC134,332$5.99M2.0%+2.4%0.000%
7/12/2023Independent 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%
7/10/2023Financial Management Professionals Inc.2,102$94K0.0%-50.0%0.000%
5/16/2023Graves 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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%
5/2/2023Graypoint 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%
4/18/2023Independent 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%
4/17/2023Gradient 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%
4/13/2023Financial Management Professionals Inc.4,200$189K0.0%N/A0.000%
4/10/2023Windsor 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%
1/31/2023Graypoint LLC13,333$584K0.1%-17.8%0.000%
1/24/2023Park 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%
1/17/2023Gallacher Capital Management LLC42,675$1.87M1.1%N/A0.000%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
1/13/2023Windsor Capital Management LLC128,414$5.63M2.0%-2.9%0.000%
1/13/2023Dynamic Advisor Solutions LLC27,016$1.18M0.1%+379.5%0.000%
1/10/2023Gradient 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%


JPHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of JPMorgan Active High Yield ETF. The most heavily invested institutionals were California Public Employees Retirement System ($2.02B), JPMorgan Chase & Co. ($40.62M), CMH Wealth Management LLC ($25.52M), Assetmark Inc. ($14.64M), Farther Finance Advisors LLC ($13.42M), Prevail Innovative Wealth Advisors LLC ($2.53M), and Investment Partners Asset Management Inc. ($2.16M).Learn more on JPMorgan Active High Yield ETF's institutional investors.

Of the 12 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: California Public Employees Retirement System ($39.90M), JPMorgan Chase & Co. ($802.84K), CMH Wealth Management LLC ($501.73K), Farther Finance Advisors LLC ($311.46K), Assetmark Inc. ($289.37K), Prevail Innovative Wealth Advisors LLC ($50.04K), and Investment Partners Asset Management Inc. ($46.20K).

Institutional investors have bought a total of 41,967,422 shares in the last 24 months. This purchase volume represents approximately $2.12B in transactions.

The following institutional investors have sold JPMorgan Active High Yield ETF stock in the last 24 months: Farther Finance Advisors LLC ($46.16K).

Institutional investors have sold a total of 46,159 shares in the last 24 months. This volume of shares sold represents approximately $2.35M in transactions.


Related Companies

This page (BATS:JPHY) was last updated on 6/15/2026 by MarketBeat.com Staff.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Is SpaceX really worth 1.78 Trillion?
With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analy...
InvestPub | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
This is the worst news for stocks in 50 years
Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst e...
TradeSmith | Sponsoredtc pixel