JPMorgan Active H Yield ETFJPHYETF
13F holders, Q1 2026 (March 31)19holders +3
7new positions
3sold out
$50.14avg. 13F price*
At the end of Q1 2026, 19 institutions reported holding JPMorgan Active H Yield ETF (JPHY) in their 13F filings, up 3 from Q4 2025. 7 opened new positions and 3 sold out. The largest holders were California Public Employees Retirement System ($2.0B), JPMorgan Chase & Co. ($42.4M) and Benjamin Edwards Inc. ($28.1M).
- Company
- JPMorgan Active H Yield ETF
- CUSIP
- 46654Q633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $31.7M |
| Exits | 3 | $739K |
All 13F filers, Q4 2025 → Q1 2026: 772,519 shares bought and 233,297 shares sold, net +539,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| California Public Employees Retirement System | 1.23% | No change | 39,896,037 | $2.0B |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 851,653 | $42.4M |
| Benjamin Edwards Inc. | 0.28% | New | 561,116 | $28.1M |
| CMH Wealth Management LLC | 4.36% | Add +0.8% | 505,990 | $25.4M |
| Assetmark, Inc. | 0.03% | Add +0.0% | 289,502 | $14.5M |
| Prevail Innovative Wealth Advisors, LLC | 1.16% | Add +175.4% | 137,806 | $6.9M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -80.8% | 50,794 | $2.5M |
| Magnolia Capital Advisors LLC | 0.46% | New | 46,379 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.01% | New | 22,782 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -18.8% | 18,117 | $909K |
| Cadent Capital Advisors, LLC | 0.10% | Add +3.3% | 7,802 | $391K |
| Advisory Services Network, LLC | 0.00% | New | 900 | $45K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +1.8% | 113 | $6K |
| UBS Group AG | 0.00% | Add +32.1% | 107 | $5K |
| AE Wealth Management LLC | 0.00% | No change | 100 | $5K |
| Rossby Financial, LCC | 0.00% | Add +26.8% | 90 | $5K |
| Cwm, LLC | 0.00% | New | 47 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 21 | $1K |
| Parallel Advisors, LLC | 0.00% | New | 17 | $853 |
"% 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.