JPMORGAN ACTIVE H YIELD ETF (JPHY) Institutional Ownership Changes & 13F Activity
JPMORGAN ACTIVE H YIELD ETF (JPHY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, State Of New Jersey Common Pension Fund D, Sei Investments Co, Independent Financial Group, Llc, and Farther Finance Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +37,084 | — | 37,084 | $1.87M | Q2 2026 | Sep 23, 2026 |
| Sei Investments Co | Buy | +422,662 | — | 422,662 | $21.33M | Q2 2026 | Aug 14, 2026 |
| Magnolia Capital Advisors Llc | Buy | +4,515 | +9.7% | 50,894 | $2.57M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,861 | — | 1,861 | $93.84K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +104 | — | 104 | $5.25K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +900 | — | 900 | $45.41K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +1,011,477 | — | 1,011,477 | $51.03M | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +8,282 | — | 8,282 | $417.92K | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, Llc | Buy | +315 | — | 315 | $15.89K | Q2 2026 | Aug 06, 2026 |
| State Of New Jersey Common Pension Fund D | Buy | +500,000 | — | 500,000 | $25.23M | Q2 2026 | Aug 04, 2026 |
| Principal Securities, Inc. | Buy | +36,840 | — | 36,840 | $1.86M | Q2 2026 | Aug 04, 2026 |
| Rossby Financial, Lcc | Buy | +60 | +66.7% | 150 | $7.57K | Q2 2026 | Aug 04, 2026 |
| Assetmark, Inc | Buy | +5,724 | +2.0% | 295,226 | $14.90M | Q2 2026 | Jul 30, 2026 |
| Creative Financial Designs Inc | Buy | +64 | — | 64 | $3.23K | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, Llc | Buy | +2,395 | +10.5% | 25,177 | $1.27M | Q2 2026 | Jul 27, 2026 |
| Benjamin Edwards Inc | Buy | +8,229 | +1.5% | 569,345 | $28.73M | Q2 2026 | Jul 24, 2026 |
| Dhjj Financial Advisors, Ltd. | Buy | +2 | +1.8% | 115 | $5.80K | Q2 2026 | Jul 24, 2026 |
| Prevail Innovative Wealth Advisors, Llc | Sell | -1,271 | -0.9% | 136,535 | $6.89M | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, Llc | Sell | -40,065 | -78.9% | 10,729 | $541.42K | Q2 2026 | Jul 17, 2026 |
| Independent Financial Group, Llc | Buy | +50,809 | — | 50,809 | $2.56M | Q2 2026 | Jul 15, 2026 |
| Cadent Capital Advisors, Llc | Buy | +371 | +4.8% | 8,173 | $412.44K | Q2 2026 | Jul 14, 2026 |
| Cmh Wealth Management Llc | Buy | +31,384 | +6.2% | 537,374 | $27.12M | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, Llc | Sell | -900 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -47 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Sell | -100 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -18,117 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Northwestern Mutual Wealth Management Co | Sell | -21 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Parallel Advisors, Llc | Sell | -17 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Ubs Group Ag | Sell | -107 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about JPHY activity
Which institutional owners are buying JPHY?
Institutional owners buying JPHY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JPHY activity?
"Buy" means an investor increased their reported position in JPHY compared to the prior reporting period. This reflects growing exposure to JPMORGAN ACTIVE H YIELD ETF (JPHY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JPHY increasing?
Institutional interest in JPHY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.