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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+37,084—37,084$1.87MQ2 2026Sep 23, 2026
Sei Investments CoBuy+422,662—422,662$21.33MQ2 2026Aug 14, 2026
Magnolia Capital Advisors LlcBuy+4,515+9.7%50,894$2.57MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,861—1,861$93.84KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+104—104$5.25KQ2 2026Aug 14, 2026
Morgan StanleyBuy+900—900$45.41KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+1,011,477—1,011,477$51.03MQ2 2026Aug 12, 2026
Lpl Financial LlcBuy+8,282—8,282$417.92KQ2 2026Aug 07, 2026
Continuum Advisory, LlcBuy+315—315$15.89KQ2 2026Aug 06, 2026
State Of New Jersey Common Pension Fund DBuy+500,000—500,000$25.23MQ2 2026Aug 04, 2026
Principal Securities, Inc.Buy+36,840—36,840$1.86MQ2 2026Aug 04, 2026
Rossby Financial, LccBuy+60+66.7%150$7.57KQ2 2026Aug 04, 2026
Assetmark, IncBuy+5,724+2.0%295,226$14.90MQ2 2026Jul 30, 2026
Creative Financial Designs IncBuy+64—64$3.23KQ2 2026Jul 28, 2026
Concurrent Investment Advisors, LlcBuy+2,395+10.5%25,177$1.27MQ2 2026Jul 27, 2026
Benjamin Edwards IncBuy+8,229+1.5%569,345$28.73MQ2 2026Jul 24, 2026
Dhjj Financial Advisors, Ltd.Buy+2+1.8%115$5.80KQ2 2026Jul 24, 2026
Prevail Innovative Wealth Advisors, LlcSell-1,271-0.9%136,535$6.89MQ2 2026Jul 20, 2026
Farther Finance Advisors, LlcSell-40,065-78.9%10,729$541.42KQ2 2026Jul 17, 2026
Independent Financial Group, LlcBuy+50,809—50,809$2.56MQ2 2026Jul 15, 2026
Cadent Capital Advisors, LlcBuy+371+4.8%8,173$412.44KQ2 2026Jul 14, 2026
Cmh Wealth Management LlcBuy+31,384+6.2%537,374$27.12MQ2 2026Jul 09, 2026
Advisory Services Network, LlcSell-900-100.0%0$0.00Q2 2026May 15, 2026
Cwm, LlcSell-47-100.0%0$0.00Q2 2026May 14, 2026
Ae Wealth Management LlcSell-100-100.0%0$0.00Q2 2026May 13, 2026
Jane Street Group, LlcSell-18,117-100.0%0$0.00Q2 2026May 12, 2026
Northwestern Mutual Wealth Management CoSell-21-100.0%0$0.00Q2 2026May 07, 2026
Parallel Advisors, LlcSell-17-100.0%0$0.00Q2 2026May 07, 2026
Ubs Group AgSell-107-100.0%0$0.00Q2 2026May 05, 2026
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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.

JPHY Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet