JPMorgan Active H Yield ETFJPHYETF
13F holders, Q2 2026 (June 30)24holders +5
11new positions
5sold out
$50.46avg. 13F price*
At the end of Q2 2026, 24 institutions reported holding JPMorgan Active H Yield ETF (JPHY) in their 13F filings, up 5 from Q1 2026. 11 opened new positions and 5 sold out. The largest holders were California Public Employees Retirement System ($2.0B), JPMorgan Chase & Co. ($51.0M) and Benjamin Edwards Inc. ($28.7M).
- Company
- JPMorgan Active H Yield ETF
- CUSIP
- 46654Q633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $53.4M |
| Exits | 5 | $961K |
All 13F filers, Q1 2026 → Q2 2026: 1,271,425 shares bought and 60,498 shares sold, net +1,210,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| California Public Employees Retirement System | 1.13% | No change | 39,896,037 | $2.0B |
| JPMorgan Chase & Co. | 0.00% | Add +18.8% | 1,011,477 | $51.0M |
| Benjamin Edwards Inc. | 0.26% | Add +1.5% | 569,345 | $28.7M |
| CMH Wealth Management LLC | 4.14% | Add +6.2% | 537,374 | $27.1M |
| State of New Jersey Common Pension Fund D | 0.09% | New | 500,000 | $25.2M |
| Sei Investments Co. | 0.02% | New | 422,662 | $21.3M |
| Assetmark, Inc. | 0.03% | Add +2.0% | 295,226 | $14.9M |
| Prevail Innovative Wealth Advisors, LLC | 1.03% | Reduce -0.9% | 136,535 | $6.9M |
| Magnolia Capital Advisors LLC | 0.44% | Add +9.7% | 50,894 | $2.6M |
| Independent Financial Group, LLC | 0.05% | New | 50,809 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | New | 37,084 | $1.9M |
| Principal Securities, Inc. | 0.02% | New | 36,840 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.5% | 25,177 | $1.3M |
| Farther Finance Advisors, LLC | 0.00% | Reduce -78.9% | 10,729 | $541K |
| LPL Financial LLC | 0.00% | New | 8,282 | $418K |
| Cadent Capital Advisors, LLC | 0.09% | Add +4.8% | 8,173 | $412K |
| Jones Financial Companies LLLP | 0.00% | New | 1,861 | $94K |
| Morgan Stanley | 0.00% | New | 900 | $45K |
| Continuum Advisory, LLC | 0.00% | New | 315 | $16K |
| Rossby Financial, LCC | 0.00% | Add +66.7% | 150 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +1.8% | 115 | $6K |
| Osaic Holdings, Inc. | 0.00% | New | 104 | $5K |
| AE Wealth Management LLC | 0.00% | No change | 100 | $5K |
| Creative Financial Designs Inc. | 0.00% | New | 64 | $3K |
"% of holder's portfolio" is JPHY's weight in each manager's 13F, not the share of JPMorgan Active H Yield ETF the manager owns.