JPHY Institutional Ownership
JPMorgan Active High Yield ETF
1W: -0.5%
1M: -2.4%
3M: -3.5%
YTD: -3.0%
1Y: -3.2%
$48.64
+0.08 (+0.16%)
Weekly Expected Move ±0.5%
$48
$48
$49
$49
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JPHY
30
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
12
New Positions
9
Increased
7
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | California Public Employees Retirement | 39,896,037 | 1.9B | — | +0.0% | 5Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 1,011,477 | 49M | +159,824 | +18.8% | 3Q | SEC ↗ |
| 3 | BENJAMIN EDWARDS INC | 569,345 | 28M | +8,229 | +1.5% | 2Q | SEC ↗ |
| 4 | CMH Wealth Management LLC | 537,374 | 26M | +31,384 | +6.2% | 4Q | SEC ↗ |
| 5 | State of New Jersey Common Pension Fun NEW | 500,000 | 24M | — | +0.0% | 1Q | SEC ↗ |
| 6 | SEI INVESTMENTS CO NEW | 422,662 | 21M | — | +0.0% | 1Q | SEC ↗ |
| 7 | ASSETMARK, INC | 295,226 | 14M | +5,724 | +2.0% | 3Q | SEC ↗ |
| 8 | PREVAIL INNOVATIVE WEALTH ADVISORS, LL | 136,535 | 7M | -1,271 | -0.9% | 3Q | SEC ↗ |
| 9 | MAGNOLIA CAPITAL ADVISORS LLC | 50,894 | 2M | +4,515 | +9.7% | 2Q | SEC ↗ |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 50,809 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC NEW | 37,084 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 12 | PRINCIPAL SECURITIES, INC. NEW | 36,840 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Concurrent Investment Advisors, LLC | 25,177 | 1M | +2,395 | +10.5% | 2Q | SEC ↗ |
| 14 | Farther Finance Advisors, LLC | 10,729 | 522K | -40,065 | -78.9% | 4Q | SEC ↗ |
| 15 | LPL Financial LLC NEW | 8,282 | 403K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Cadent Capital Advisors, LLC | 8,173 | 398K | +371 | +4.8% | 3Q | SEC ↗ |
| 17 | JONES FINANCIAL COMPANIES LLLP NEW | 1,861 | 91K | — | +0.0% | 1Q | SEC ↗ |
| 18 | MORGAN STANLEY NEW | 900 | 44K | — | +0.0% | 1Q | SEC ↗ |
| 19 | MERCER GLOBAL ADVISORS INC /ADV NEW | 600 | 29K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Continuum Advisory, LLC NEW | 315 | 15K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Rossby Financial, LCC | 150 | 7K | +60 | +66.7% | 3Q | SEC ↗ |
| 22 | DHJJ Financial Advisors, Ltd. | 115 | 6K | +2 | +1.8% | 4Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. NEW | 104 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 24 | AE Wealth Management LLC | 100 | 5K | — | +0.0% | 4Q | SEC ↗ |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV NEW | 64 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 26 | CWM, LLC NEW | 47 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 27 | UBS Group AG | 0 | 0K | -107 | -100.0% | 2Q | SEC ↗ |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | 0K | -21 | -100.0% | 1Q | SEC ↗ |
| 29 | CITADEL ADVISORS LLC | 0 | 0K | -3,957 | -100.0% | 1Q | SEC ↗ |
| 30 | Bay Colony Advisory Group, Inc d/b/a B | 0 | 0K | -4,978 | -100.0% | 1Q | SEC ↗ |
| 31 | TFB Advisors LLC | 0 | 0K | -5,670 | -100.0% | 1Q | SEC ↗ |
| 32 | Advisory Services Network, LLC | 0 | 0K | -900 | -100.0% | 1Q | SEC ↗ |
| 33 | JANE STREET GROUP, LLC | 0 | 0K | -18,117 | -100.0% | 3Q | SEC ↗ |
| 34 | Parallel Advisors, LLC | 0 | 0K | -17 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| State of New Jersey Common Pension | 500,000 | 24M |
| SEI INVESTMENTS CO | 422,662 | 21M |
| INDEPENDENT FINANCIAL GROUP, LLC | 50,809 | 2M |
| ENVESTNET ASSET MANAGEMENT INC | 37,084 | 2M |
| PRINCIPAL SECURITIES, INC. | 36,840 | 2M |
| LPL Financial LLC | 8,282 | 403K |
| JONES FINANCIAL COMPANIES LLLP | 1,861 | 91K |
| MORGAN STANLEY | 900 | 44K |
| MERCER GLOBAL ADVISORS INC /ADV | 600 | 29K |
| Continuum Advisory, LLC | 315 | 15K |
| OSAIC HOLDINGS, INC. | 104 | 5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 64 | 3K |
| CWM, LLC | 47 | 2K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 18,117 | 881K |
| TFB Advisors LLC | 5,670 | 276K |
| Bay Colony Advisory Group, Inc d/b/ | 4,978 | 242K |
| CITADEL ADVISORS LLC | 3,957 | 192K |
| Advisory Services Network, LLC | 900 | 44K |
| UBS Group AG | 107 | 5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 21 | 1K |
| Parallel Advisors, LLC | 17 | 1K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +159,824 | +18.8% | 1,011,477 |
| CMH Wealth Management LLC | +31,384 | +6.2% | 537,374 |
| BENJAMIN EDWARDS INC | +8,229 | +1.5% | 569,345 |
| ASSETMARK, INC | +5,724 | +2.0% | 295,226 |
| MAGNOLIA CAPITAL ADVISORS LLC | +4,515 | +9.7% | 50,894 |
| Concurrent Investment Advisors, LLC | +2,395 | +10.5% | 25,177 |
| Cadent Capital Advisors, LLC | +371 | +4.8% | 8,173 |
| Rossby Financial, LCC | +60 | +66.7% | 150 |
| DHJJ Financial Advisors, Ltd. | +2 | +1.8% | 115 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Farther Finance Advisors, LLC | -40,065 | -78.9% | 10,729 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | -1,271 | -0.9% | 136,535 |