JPMorgan Active H Yield ETFJPHYETF
13F holders, Q3 2025 (September 30)6holders +1
5new positions
3sold out
$51.02avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding JPMorgan Active H Yield ETF (JPHY) in their 13F filings, up 1 from Q2 2025. 5 opened new positions and 3 sold out. The largest holders were California Public Employees Retirement System ($2.0B), CMH Wealth Management LLC ($24.5M) and Farther Finance Advisors, LLC ($15.9M).
- Company
- JPMorgan Active H Yield ETF
- CUSIP
- 46654Q633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $41.0M |
| Exits | 3 | $3.0M |
All 13F filers, Q2 2025 → Q3 2025: 804,367 shares bought and 63,664 shares sold, net +740,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| California Public Employees Retirement System | 1.22% | No change | 39,896,037 | $2.0B |
| CMH Wealth Management LLC | 5.22% | New | 479,750 | $24.5M |
| Farther Finance Advisors, LLC | 0.24% | New | 311,455 | $15.9M |
| Jane Street Group, LLC | 0.00% | New | 12,952 | $661K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 110 | $6K |
| AE Wealth Management LLC | 0.00% | New | 100 | $5K |
"% 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.