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JPMorgan Active High Yield ETF (JPHY) Institutional Ownership

$49.87 +0.02 (+0.04%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$105.70M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$2.35M
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JPHY Institutional Buying and Selling by Quarter

JPMorgan Active High Yield ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Concurrent Investment Advisors LLC25,177$1.27M0.0%+10.5%0.063%
8/21/2026 Legacy Financial Advisors Inc.60,554$1.54M0.2%N/A0.152%
8/20/2026 CMH Wealth Management LLC537,374$27.12M4.2%+6.2%1.345%
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%
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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%
5/2/2023Graypoint 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%
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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%
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%


JPHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 14 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 ($27.12M), 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 14 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 ($533.11K), Farther Finance Advisors LLC ($311.46K), Assetmark Inc. ($289.37K), Legacy Financial Advisors Inc. ($60.55K), and Prevail Innovative Wealth Advisors LLC ($50.04K).

Institutional investors have bought a total of 2,074,670 shares in the last 24 months. This purchase volume represents approximately $105.70M 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

Institutional ownership data for NYSEARCA:JPHY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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