Who owns JPHY?
JPMorgan Active High Yield ETF · JPMorgan
24 institutions reported holding JPHY, worth $2.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JPHY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| California Public Employees Retirement System | Sacramento, CA | $2.0B | 39,896,037 | No change |
| JPMorgan Chase & Co | New York, NY | $51.0M | 1,011,477 | +159,824 shares |
| Benjamin Edwards Inc. | Clayton, MO | $28.7M | 569,345 | +8,229 shares |
| CMH Wealth Management LLC | Portsmouth, NH | $27.1M | 537,374 | +31,384 shares |
| State of New Jersey Common Pension Fund D | Trenton, NJ | $25.2M | 500,000 | New position |
| SEI Investments Co | Oaks, PA | $21.3M | 422,662 | New position |
| Assetmark, Inc. | Concord, CA | $14.9M | 295,226 | +5,724 shares |
| Prevail Innovative Wealth Advisors, LLC | Leawood, KS | $6.9M | 136,535 | −1,271 shares |
| Magnolia Capital Advisors LLC | Ridgeland, MS | $2.6M | 50,894 | +4,515 shares |
| Independent Financial Group, LLC | San Diego, CA | $2.6M | 50,809 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JPHY?
24 institutional managers reported holding JPHY in Form 13F filings for June 30, 2026, worth $2.2B in total. The largest reported position was held by California Public Employees Retirement System, at $2.0B.
Did institutions buy or sell JPHY last quarter?
Reported 13F value rose 3.5% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JPHY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.