JPHY Institutional Ownership & Shareholders
JPMORGAN ACTIVE H YIELD ETF (JPHY) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.20B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
California Public Employees Retirement System is currently the largest disclosed institutional shareholder of JPHY tracked by InsiderSet, reporting ownership valued at approximately $2.01B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.96B, representing an estimated loss of -2.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed JPHY value among the investors covered in this analysis. Major shareholders include California Public Employees Retirement System, Jpmorgan Chase & Co, Benjamin Edwards Inc, and several other long-term asset managers with concentrated positions in JPMORGAN ACTIVE H YIELD ETF (JPHY).
This page ranks the largest institutional JPHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$2.20B
Largest Holder
California Public Employees Retirement System
Largest Position
$2.01B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| California Public Employees Retirement System | 1.13% | 39,896,037 | $2,013,213,791 | $1,956,102,694 | -$57,111,097 | -2.84% | |
| Jpmorgan Chase & Co | 0.00% | 1,011,477 | $51,034,981 | $49,592,717 | -$1,442,264 | -2.83% | |
| Benjamin Edwards Inc | 0.26% | 569,345 | $28,728,578 | $27,914,985 | -$813,593 | -2.83% | |
| Cmh Wealth Management Llc | 4.19% | 570,472 | $27,810,510 | $27,970,242 | +$159,732 | +0.57% | |
| State Of New Jersey Common Pension Fund D | 0.09% | 500,000 | $25,230,749 | $24,515,000 | -$715,749 | -2.84% | |
| Sei Investments Co | 0.02% | 422,662 | $21,328,210 | $20,723,118 | -$605,092 | -2.84% | |
| Assetmark, Inc | 0.02% | 302,109 | $14,727,814 | $14,812,404 | +$84,590 | +0.57% | |
| Prevail Innovative Wealth Advisors, Llc | 0.82% | 130,854 | $6,392,022 | $6,415,772 | +$23,750 | +0.37% | |
| Magnolia Capital Advisors Llc | 0.44% | 50,894 | $2,568,188 | $2,495,333 | -$72,855 | -2.84% | |
| Envestnet Asset Management Inc | 0.00% | 37,084 | $1,871,314 | $1,818,229 | -$53,085 | -2.84% | |
| Principal Securities, Inc. | 0.02% | 36,840 | $1,859,001 | $1,806,265 | -$52,736 | -2.84% | |
| Independent Financial Group, Llc | 0.03% | 36,775 | $1,792,781 | $1,803,078 | +$10,297 | +0.57% | |
| Concurrent Investment Advisors, Llc | 0.01% | 25,727 | $1,254,191 | $1,261,395 | +$7,204 | +0.57% | |
| Lpl Financial Llc | 0.00% | 8,282 | $417,922 | $406,066 | -$11,856 | -2.84% | |
| Cadent Capital Advisors, Llc | 0.08% | 8,097 | $394,710 | $396,996 | +$2,286 | +0.58% | |
| Farther Finance Advisors, Llc | 0.00% | 4,443 | $216,592 | $217,840 | +$1,248 | +0.58% | |
| Jones Financial Companies Lllp | 0.00% | 1,861 | $93,839 | $91,245 | -$2,594 | -2.76% | |
| Morgan Stanley | 0.00% | 900 | $45,415 | $44,127 | -$1,288 | -2.84% | |
| Meriwether Wealth & Planning, Llc | 0.01% | 426 | $20,768 | $20,887 | +$119 | +0.57% | |
| Continuum Advisory, Llc | 0.00% | 315 | $15,895 | $15,444 | -$451 | -2.83% | |
| Rossby Financial, Lcc | 0.00% | 150 | $7,569 | $7,355 | -$215 | -2.83% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 117 | $5,693 | $5,737 | +$44 | +0.76% | |
| Osaic Holdings, Inc. | 0.00% | 104 | $5,247 | $5,099 | -$148 | -2.82% | |
| Creative Financial Designs Inc | 0.00% | 64 | $3,230 | $3,138 | -$92 | -2.85% | |
| Cwm, Llc | 0.00% | 47 | $2,357 | $2,304 | -$53 | -2.23% |
Frequently asked questions about JPHY
Who are the largest institutional holders of JPHY?
The largest institutional holders of JPHY reported in the latest SEC Form 13F filings include California Public Employees Retirement System, Jpmorgan Chase & Co, Benjamin Edwards Inc, Cmh Wealth Management Llc, and State Of New Jersey Common Pension Fund D. InsiderSet ranks institutional holders by their latest reported JPHY position.
What is JPHY institutional ownership?
This page tracks JPHY positions reported by institutional investment managers through SEC Form 13F. JPMORGAN ACTIVE H YIELD ETF (JPHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPHY?
InsiderSet currently tracks 26 institutional managers reporting JPHY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPHY shareholders.
How much JPHY stock do institutions own?
Institutional investment managers disclosed approximately $2.20B in JPHY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPHY institutional ownership last updated?
The latest JPHY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPHY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPHY position after the reporting date.
Are institutions buying or selling JPHY?
Institutional buying and selling can be analyzed by comparing JPHY positions across consecutive 13F reporting periods. InsiderSet's JPHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPHY ownership changes.
How has JPHY institutional ownership changed over time?
InsiderSet tracks JPHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.