Who owns JPMorgan Active High Yield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JPHY from SEC Form 13F filings across 24 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 24 institutions disclosed 43.6M shares of JPMorgan Active High Yield ETF worth $2.20B — about 97.6% of shares outstanding; the largest disclosed holder is California Public Employees Retirement System. Source: SEC Form 13F filings, parsed by EvidInvest.
24
13F holders
$2.20B
value, 2026 filers
97.6%
of shares outstanding (43.6M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JPHY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | California Public Employees Retirement System | 39.9M | $2.01B | 1.1% | 89.3% | 0.0% |
| 2 | JPMORGAN CHASE & CO | 1.0M | $51.0M | 0.0% | 2.3% | +18.8% |
| 3 | BENJAMIN EDWARDS INC | 569,345 | $28.7M | 0.3% | 1.3% | +1.5% |
| 4 | CMH Wealth Management LLC | 537,374 | $27.1M | 4.1% | 1.2% | +6.2% |
| 5 | State of New Jersey Common Pension Fund DNEW | 500,000 | $25.2M | 0.1% | 1.1% | new |
| 6 | SEI INVESTMENTS CONEW | 422,662 | $21.3M | 0.0% | 0.9% | new |
| 7 | ASSETMARK, INC | 295,226 | $14.9M | 0.0% | 0.7% | +2.0% |
| 8 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 136,535 | $6.9M | 1.0% | 0.3% | -0.9% |
| 9 | MAGNOLIA CAPITAL ADVISORS LLC | 50,894 | $2.6M | 0.4% | 0.1% | +9.7% |
| 10 | INDEPENDENT FINANCIAL GROUP, LLCNEW | 50,809 | $2.6M | 0.0% | 0.1% | new |
| 11 | ENVESTNET ASSET MANAGEMENT INCNEW | 37,084 | $1.9M | 0.0% | 0.1% | new |
| 12 | PRINCIPAL SECURITIES, INC.NEW | 36,840 | $1.9M | 0.0% | 0.1% | new |
| 13 | Concurrent Investment Advisors, LLC | 25,177 | $1.3M | 0.0% | 0.1% | +10.5% |
| 14 | Farther Finance Advisors, LLC | 10,729 | $541,421 | 0.0% | 0% | -78.9% |
| 15 | LPL Financial LLCNEW | 8,282 | $417,922 | 0.0% | 0% | new |
| 16 | Cadent Capital Advisors, LLC | 8,173 | $412,445 | 0.1% | 0% | +4.8% |
| 17 | JONES FINANCIAL COMPANIES LLLPNEW | 1,861 | $93,839 | 0.0% | 0% | new |
| 18 | MORGAN STANLEYNEW | 900 | $45,415 | 0.0% | 0% | new |
| 19 | Continuum Advisory, LLCNEW | 315 | $15,895 | 0.0% | 0% | new |
| 20 | Rossby Financial, LCC | 150 | $7,569 | 0.0% | 0% | +66.7% |
| 21 | DHJJ Financial Advisors, Ltd. | 115 | $5,798 | 0.0% | 0% | +1.8% |
| 22 | OSAIC HOLDINGS, INC.NEW | 104 | $5,247 | 0.0% | 0% | new |
| 23 | AE Wealth Management LLC | 100 | $5,047 | 0.0% | 0% | 0.0% |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADVNEW | 64 | $3,230 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.