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JPMorgan Active High Yield ETF (JPHY) Institutional Ownership

$50.80 +0.35 (+0.69%)
As of 08/22/2025
Compare

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

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$2.02B
Number of
Institutional Sellers
(last 12 months)
0
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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
8/14/2025 California Public Employees Retirement System39,896,037$2.02B1.3%N/A99.865%
8/13/2025 CW 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%
8/4/2023 Envestnet Asset Management Inc.93,117$4.15M0.0%+26.2%0.000%
8/4/2023 Mission Wealth Management LP63,065$2.81M0.1%-14.6%0.000%
8/3/2023 Simmons Bank67,093$2.99M0.3%-14.5%0.000%
8/3/2023 Dynamic Advisor Solutions LLC120,941$5.40M0.3%+67.9%0.000%
8/2/2023 Acorn Wealth Advisors LLC7,172$320K0.2%-4.9%0.000%
7/31/2023 LPL Financial LLC356,783$15.92M0.0%+320.3%0.000%
7/31/2023Wolf Group Capital Advisors31,318$1.38M0.7%+5.2%0.000%
7/26/2023 Albion 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%
7/24/2023 Galvin Gaustad & Stein LLC79,311$3.54M0.3%-8.6%0.000%
7/21/2023 Graypoint LLC12,239$546K0.1%-17.3%0.000%
7/20/2023 PFG Advisors29,338$1.31M0.1%+16.8%0.000%
7/18/2023KCS Wealth Advisory16,875$753K0.3%-2.1%0.000%
7/17/2023 Patriot Financial Group Insurance Agency LLC6,225$278K0.1%+9.6%0.000%
7/14/2023 Park Avenue Securities LLC15,981$713K0.0%N/A0.000%
7/13/2023 Windsor Capital Management LLC134,332$5.99M2.0%+2.4%0.000%
7/12/2023 Independent Wealth Network Inc.8,931$398K0.2%+25.2%0.000%
7/12/2023 Royal Fund Management LLC68,025$3.04M0.4%+0.9%0.000%
7/10/2023 Financial Management Professionals Inc.2,102$94K0.0%-50.0%0.000%
5/16/2023 Graves Light Lenhart Wealth Inc.45,047$2.02M0.3%+27.7%0.000%
5/12/2023 GeoWealth Management LLC17,946$807K0.1%-18.5%0.000%
5/12/2023 HighTower Advisors LLC326,493$14.65M0.0%+2.3%0.000%
5/10/2023 MAI Capital Management19,572$879K0.0%N/A0.000%
5/10/2023 LPL Financial LLC84,897$3.81M0.0%-17.0%0.000%
5/9/2023 Nicolet Advisory Services LLC129,054$5.73M0.7%-2.4%0.000%
5/5/2023 Assetmark Inc.2,924$131K0.0%+147.6%0.000%
5/5/2023 Capital Analysts LLC5,219$235K0.0%+4.8%0.000%
5/3/2023 Pinnacle Wealth Planning Services Inc.87,137$3.92M0.7%-6.8%0.000%
5/3/2023 Great Valley Advisor Group Inc.397,034$17.84M0.8%N/A0.000%
5/2/2023 Graypoint LLC14,801$665K0.1%+11.0%0.000%
4/28/2023 Simmons Bank78,513$3.53M0.3%-53.5%0.000%
4/26/2023 State of New Jersey Common Pension Fund D250,000$11.23M0.0%-50.0%0.000%
4/21/2023 PFG Advisors25,108$1.13M0.1%N/A0.000%
4/18/2023 Independent Wealth Network Inc.7,134$321K0.2%-5.5%0.000%
4/18/2023 Albion Financial Group UT28,337$1.27M0.1%+12.7%0.000%
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4/18/2023KCS Wealth Advisory17,241$775K0.3%-3.1%0.000%
4/17/2023 Galvin Gaustad & Stein LLC86,815$3.90M0.4%+9.1%0.000%
4/17/2023 Gradient 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%
4/13/2023 Apeiron RIA LLC4,520$203K0.1%N/A0.000%
4/13/2023 Financial Management Professionals Inc.4,200$189K0.0%N/A0.000%
4/10/2023 Windsor Capital Management LLC131,147$5.89M2.0%+2.1%0.000%
4/10/2023 Royal Fund Management LLC67,409$3.03M0.4%+0.8%0.000%
4/7/2023 Mission Wealth Management LP73,885$3.32M0.1%+2.4%0.000%
2/13/2023 GeoWealth Management LLC22,027$965K0.1%+3.3%0.000%
2/13/2023 Pinnacle Wealth Planning Services Inc.93,469$4.10M0.7%+64.0%0.000%
2/13/2023 Neuberger Berman Group LLC65,346$2.87M0.0%+111.3%0.000%
2/13/2023 Galvin Gaustad & Stein LLC79,554$3.49M0.4%+49.1%0.000%
2/13/2023 JPMorgan Chase & Co.4,172,370$182.92M0.0%-7.1%0.000%
2/10/2023 Assetmark Inc.1,181$52K0.0%+541.8%0.000%
2/10/2023 Advisor Group Holdings Inc.84,037$3.69M0.0%-2.0%0.000%
2/10/2023 Acorn Wealth Advisors LLC7,752$340K0.3%-12.5%0.000%
2/10/2023 Capital Advisors Wealth Management LLC5,583$245K0.1%+12.9%0.000%
2/9/2023 Nicolet Advisory Services LLC132,295$6.00M0.8%-5.4%0.000%
2/9/2023 HighTower Advisors LLC319,063$13.97M0.0%-0.9%0.000%
2/9/2023 Mercer 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%
2/8/2023 Capital Analysts LLC4,981$218K0.0%+39.2%0.000%
2/8/2023 Simmons Bank169,008$7.41M0.6%-8.5%0.000%
2/8/2023 Donoghue Forlines LLC10,531$462K0.2%-9.2%0.000%
2/8/2023KCS Wealth Advisory17,796$780K0.3%+9.9%0.000%
2/7/2023 LPL Financial LLC102,343$4.49M0.0%+94.0%0.000%
2/7/2023 Condor Capital Management102,264$4.48M0.6%-32.7%0.000%
2/7/2023 Envestnet 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%
2/3/2023 Albion Financial Group UT25,147$1.10M0.1%+26.3%0.000%
2/2/2023 Mission Wealth Management LP72,149$3.16M0.2%-15.5%0.000%
2/1/2023 State of New Jersey Common Pension Fund D500,000$21.92M0.1%N/A0.000%
1/31/2023 Graypoint LLC13,333$584K0.1%-17.8%0.000%
1/24/2023 Park Avenue Securities LLC7,148$313K0.0%N/A0.000%
1/20/2023 Avestar Capital LLC11,756$518K0.1%N/A0.000%
1/20/2023 Royal Fund Management LLC66,850$2.93M0.5%-1.0%0.000%
1/17/2023 Patriot Financial Group Insurance Agency LLC5,665$248K0.0%-12.3%0.000%
1/17/2023 Gallacher Capital Management LLC42,675$1.87M1.1%N/A0.000%
1/13/2023 Windsor Capital Management LLC128,414$5.63M2.0%-2.9%0.000%
1/13/2023 Dynamic Advisor Solutions LLC27,016$1.18M0.1%+379.5%0.000%
1/10/2023 Gradient Investments LLC398,171$17.46M0.6%+34.5%0.000%
12/12/2022 WealthPlan Investment Management LLC15,612$696K0.1%N/A0.000%
11/16/2022 CreativeOne Wealth LLC55,762$2.36M0.1%-5.1%0.000%
11/15/2022 Lido Advisors LLC24,667$1.05M0.0%+2.1%0.000%
11/15/2022 Flow Traders U.S. LLC32,812$1.39M0.1%+23.9%0.000%
11/14/2022 Visionary Wealth Advisors85,501$3.62M0.4%-6.0%0.000%
11/14/2022 MML Investors Services LLC5,465$232K0.0%N/A0.000%
11/10/2022 Condor Capital Management152,005$6.44M0.8%-32.0%0.000%
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11/10/2022 Nicolet Advisory Services LLC139,824$5.91M1.0%-3.9%0.000%
11/9/2022 Acorn Wealth Advisors LLC8,863$376K0.3%-10.2%0.000%
11/9/2022 Pinnacle Wealth Planning Services Inc.56,993$2.42M0.4%+5.2%0.000%
11/9/2022Wolf Group Capital Advisors28,366$1.20M0.7%+4.2%0.000%
11/7/2022 Donoghue Forlines LLC11,601$492K0.2%+10.2%0.000%
11/7/2022Wealth Management Solutions LLC4,951$210K0.1%-49.9%0.000%
11/3/2022 Windsor Capital Management LLC132,188$5.60M2.1%-1.8%0.000%
11/1/2022 Patriot Financial Group Insurance Agency LLC6,461$274K0.1%-12.2%0.000%
10/27/2022 Simmons Bank184,730$7.83M0.7%-4.0%0.000%
10/27/2022 Albion Financial Group UT19,912$844K0.1%+61.1%0.000%
(Data available from 1/1/2016 forward)

JPHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPHY shares?

During the previous two years, the following institutional investors and hedge funds held shares of JPMorgan Active High Yield ETF shares: California Public Employees Retirement System ($2.02B), Investment Partners Asset Management Inc. ($2.16M), and CW Advisors LLC ($1.82M), CGN Advisors LLC ($270K).Learn more on JPMorgan Active High Yield ETF's institutional investors.

Which institutional investors have been buying JPMorgan Active High Yield ETF's stock?

The following institutional investors have purchased JPMorgan Active High Yield ETF's stock in the last 24 months: California Public Employees Retirement System ($39.90M), Investment Partners Asset Management Inc. ($46.20K), CW Advisors LLC ($39.07K), and CGN Advisors LLC ($5.78K).

How much institutional buying is happening at JPMorgan Active High Yield ETF?

Institutional investors have bought a total of 39,987,085 shares in the last 24 months. This purchase volume represents approximately $2.02B in transactions.


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This page (BATS:JPHY) was last updated on 8/25/2025 by MarketBeat.com Staff
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