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JPMorgan Active H Yield ETF (JPHY)

CUSIP: 46654Q633 | NYSE | 42 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

CMH Wealth Management LLC570,472
4.2% of portfolio›$27.8M
State of New Jersey Common Pension Fund D500,000
0.1% of portfolio›$24.4M
Assetmark, Inc302,109
0.0% of portfolio›$14.7M
Prevail Innovative Wealth Advisors, LLC130,854
0.8% of portfolio›$6.4M
Independent Financial Group, LLC36,775
0.0% of portfolio›$1.8M
Concurrent Investment Advisors, LLC25,727
0.0% of portfolio›$1.3M
Bank of New York Mellon Corp10,042
0.0% of portfolio›$489.6K
Cadent Capital Advisors, LLC8,097
0.1% of portfolio›$394.7K
Kestra Advisory Services, LLC4,542
0.0% of portfolio›$221.4K
Farther Finance Advisors, LLC4,443
0.0% of portfolio›$216.6K
Meriwether Wealth & Planning, LLC426
0.0% of portfolio›$20.8K
Dhjj Financial Advisors, Ltd.117
0.0% of portfolio›$5.7K
Rossby Financial, LCC86
0.0% of portfolio›$4.2K
StyleTurnoverLocationFiled
CMH Wealth Management LLC
570,472$27.8M4.2%GrowthLowPortsmouth, NH2026-10-22
State of New Jersey Common Pension Fund D
500,000$24.4M0.1%CoreLowTrenton, NJ2026-11-05
Assetmark, Inc
302,109$14.7M0.0%ETFLowConcord, CA2026-10-21
Prevail Innovative Wealth Advisors, LLC
130,854$6.4M0.8%CoreVery HighLeawood, KS2026-10-20
Independent Financial Group, LLC
36,775$1.8M0.0%GrowthLowSan Diego, CA2026-10-13
Concurrent Investment Advisors, LLC
25,727$1.3M0.0%GrowthMediumTampa, FL2026-10-16
Bank of New York Mellon Corp
10,042$489.6K0.0%CoreLowNew York, NY2026-11-05
Cadent Capital Advisors, LLC
8,097$394.7K0.1%ETFHighTulsa, OK2026-10-09
Kestra Advisory Services, LLC
4,542$221.4K0.0%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
4,443$216.6K0.0%IndexLowSan Francisco, CA2026-10-08
Meriwether Wealth & Planning, LLC
426$20.8K0.0%ETFMediumMinden, LA2026-10-13
Dhjj Financial Advisors, Ltd.
117$5.7K0.0%ETFVery LowNaperville, IL2026-10-23
Rossby Financial, LCC
86$4.2K0.0%ETFMediumMelbourne, FL2026-11-05