JPHY institutional holders

J P MORGAN EXCHANGE TRADED FD ACTIVE HIGH YIEL · 13F, 2026Q2

Managers holding24
Shares held43,600,253
Reported value$2.2bn
Quarter flows11 new, 9 added, 2 trimmed, 6 exited

Top 24 holders

ManagerSharesValue% of manager's 13F
California Public Employees Retirement System39,896,037$2.0bn1.1%
JPMORGAN CHASE & CO1,011,477$51.0m0.0%
BENJAMIN EDWARDS INC569,345$28.7m0.3%
CMH Wealth Management LLC537,374$27.1m4.1%
State of New Jersey Common Pension Fund D500,000$25.2m0.1%
SEI INVESTMENTS CO422,662$21.3m0.0%
ASSETMARK, INC295,226$14.9m0.0%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC136,535$6.9m1.0%
MAGNOLIA CAPITAL ADVISORS LLC50,894$2.6m0.4%
INDEPENDENT FINANCIAL GROUP, LLC50,809$2.6m0.0%
ENVESTNET ASSET MANAGEMENT INC37,084$1.9m0.0%
PRINCIPAL SECURITIES, INC.36,840$1.9m0.0%
Concurrent Investment Advisors, LLC25,177$1.3m0.0%
Farther Finance Advisors, LLC10,729$541,4210.0%
LPL Financial LLC8,282$417,9220.0%
Cadent Capital Advisors, LLC8,173$412,4450.1%
JONES FINANCIAL COMPANIES LLLP1,861$93,8390.0%
MORGAN STANLEY900$45,4150.0%
Continuum Advisory, LLC315$15,8950.0%
Rossby Financial, LCC150$7,5690.0%
DHJJ Financial Advisors, Ltd.115$5,7980.0%
OSAIC HOLDINGS, INC.104$5,2470.0%
AE Wealth Management LLC100$5,0470.0%
CREATIVE FINANCIAL DESIGNS INC /ADV64$3,2300.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("JPHY"). JPHY price history · All 13F data

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