JPMorgan Active H Yield ETFJPHYETF
13F holders, Q4 2025 (December 31)16holders +10
10new positions
0sold out
1famous investor
$50.59avg. 13F price*
At the end of Q4 2025, 16 institutions reported holding JPMorgan Active H Yield ETF (JPHY) in their 13F filings, up 10 from Q3 2025. 10 opened new positions and 0 sold out. The largest holders were California Public Employees Retirement System ($2.0B), JPMorgan Chase & Co. ($40.6M) and CMH Wealth Management LLC ($25.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Active H Yield ETF
- CUSIP
- 46654Q633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $59.3M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 1,203,890 shares bought and 46,159 shares sold, net +1,157,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| California Public Employees Retirement System | 1.15% | No change | 39,896,037 | $2.0B |
| JPMorgan Chase & Co. | 0.00% | New | 802,844 | $40.6M |
| CMH Wealth Management LLC | 5.47% | Add +4.6% | 501,730 | $25.5M |
| Assetmark, Inc. | 0.03% | New | 289,374 | $14.6M |
| Farther Finance Advisors, LLC | 0.14% | Reduce -14.8% | 265,296 | $13.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.45% | New | 50,042 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +72.2% | 22,307 | $1.1M |
| New Millennium Group LLC | 0.17% | New | 7,984 | $404K |
| Cadent Capital Advisors, LLC | 0.10% | New | 7,553 | $382K |
| TFB Advisors LLC | 0.08% | New | 5,670 | $287K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 4,978 | $252K |
| Citadel Advisors | 0.00% | New | 3,957 | $200K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +0.9% | 111 | $6K |
| AE Wealth Management LLC | 0.00% | No change | 100 | $5K |
| UBS Group AG | 0.00% | New | 81 | $4K |
| Rossby Financial, LCC | 0.00% | New | 71 | $4K |
"% 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.