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Who owns JPHYWhat JPHY owns — n/a

Who owns JPMorgan Active High Yield ETF?

Institutional ownership of JPHY from SEC Form 13F filings across 20 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.

20

13F holders

$152.0M

value, 2026 filers

6.7%

of shares outstanding (3.0M sh)

12

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1JPMORGAN CHASE & CO1.0M$51.0M0.0%2.3%+18.8%
2BENJAMIN EDWARDS INC569,345$28.7M0.3%1.3%+1.5%
3State of New Jersey Common Pension Fund DNEW500,000$25.2M0.1%1.1%new
4SEI INVESTMENTS CONEW422,662$21.3M0.0%0.9%new
5ASSETMARK, INC295,226$14.9M0.0%0.7%+2.0%
6MAGNOLIA CAPITAL ADVISORS LLC50,894$2.6M0.4%0.1%+9.7%
7INDEPENDENT FINANCIAL GROUP, LLCNEW50,809$2.6M0.0%0.1%new
8ENVESTNET ASSET MANAGEMENT INCNEW37,084$1.9M0.0%0.1%new
9PRINCIPAL SECURITIES, INC.NEW36,840$1.9M0.0%0.1%new
10Concurrent Investment Advisors, LLC25,177$1.3M0.0%0.1%+10.5%
11LPL Financial LLCNEW8,282$417,9220.0%0%new
12JONES FINANCIAL COMPANIES LLLPNEW1,861$93,8390.0%0%new
13MORGAN STANLEYNEW900$45,4150.0%0%new
14MERCER GLOBAL ADVISORS INC /ADVNEW600$30,2770.0%0%new
15Continuum Advisory, LLCNEW315$15,8950.0%0%new
16Rossby Financial, LCC150$7,5690.0%0%+66.7%
17DHJJ Financial Advisors, Ltd.115$5,7980.0%0%+1.8%
18OSAIC HOLDINGS, INC.NEW104$5,2470.0%0%new
19AE Wealth Management LLC100$5,0470.0%0%0.0%
20CREATIVE FINANCIAL DESIGNS INC /ADVNEW64$3,2300.0%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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.