JPMORGAN ACTIVE H YIELD ETF JPHY
$50.29
+0.2% 52w: $47.40 – $50.35
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data47.4048.8850.35
Jun 25, 2025 Jul 2, 2026
Institutional holders
19
+3 QoQ
13F value
$2.13B
+0.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JPHY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| California Public Employees Retirement System | Pension sovereign | 39.9M | $2.00B | 1.2% | Held |
| JPMORGAN CHASE & CO | Bank broker | 851.7K | $42.4M | 0.0% | +6.1% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 561.1K | $28.1M | 0.3% | New |
| CMH Wealth Management LLC | Other | 506.0K | $25.4M | 4.4% | +0.8% |
| ASSETMARK, INC | Wealth advisor | 289.5K | $14.5M | 0.0% | 0.0% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 137.8K | $6.9M | 1.2% | +175.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 50.8K | $2.5M | 0.0% | -80.9% |
| MAGNOLIA CAPITAL ADVISORS LLC | Wealth advisor | 46.4K | $2.3M | 0.5% | New |
| Concurrent Investment Advisors, LLC | Wealth advisor | 22.8K | $1.1M | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 18.1K | $909K | 0.0% | -18.8% |
| Cadent Capital Advisors, LLC | Wealth advisor | 7.8K | $391K | 0.1% | +3.3% |
| Advisory Services Network, LLC | Diversified mechanical | 900 | $45K | 0.0% | New |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 113 | $6K | 0.0% | +1.8% |
| UBS Group AG | Bank broker | 107 | $5K | 0.0% | +32.1% |
| AE Wealth Management LLC | Wealth advisor | 100 | $5K | 0.0% | Held |
| Rossby Financial, LCC | Wealth advisor | 90 | $5K | 0.0% | +26.8% |
| CWM, LLC | Wealth advisor | 47 | $2K | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 21 | $1K | 0.0% | New |
| Parallel Advisors, LLC | Wealth advisor | 17 | $853 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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