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JPMorgan Active H Yield ETF (JPHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
CMH Wealth Management LLC
INCREASED
Shares570,472 from 537,374
Change+33,098 (+6%)
Value$27.8M (+$693.8K)
Filed 2026-10-22
State of New Jersey Common Pension Fund D
UNCHANGED
Shares500,000 from 500,000
Change0 (0%)
Value$24.4M (-$855.7K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares302,109 from 295,226
Change+6,883 (+2%)
Value$14.7M (-$169.7K)
Filed 2026-10-21
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares130,854 from 136,535
Change-5,681 (-4%)
Value$6.4M (-$497.7K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares36,775 from 50,809
Change-14,034 (-28%)
Value$1.8M (-$771.1K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares25,727 from 25,177
Change+550 (+2%)
Value$1.3M (-$16.3K)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares14,399 from 8,282
Change+6,117 (+74%)
Value$702.0K (+$284.0K)
Filed 2026-11-06
Bank of New York Mellon Corp
NEW
Shares10,042
Change+10,042
Value$489.6K
Filed 2026-11-05
Cadent Capital Advisors, LLC
DECREASED
Shares8,097 from 8,173
Change-76 (-1%)
Value$394.7K (-$17.7K)
Filed 2026-10-09
Kestra Advisory Services, LLC
NEW
Shares4,542
Change+4,542
Value$221.4K
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares4,443 from 10,729
Change-6,286 (-59%)
Value$216.6K (-$324.8K)
Filed 2026-10-08
Meriwether Wealth & Planning, LLC
NEW
Shares426
Change+426
Value$20.8K
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
INCREASED
Shares117 from 115
Change+2 (+2%)
Value$5.7K (-$105)
Filed 2026-10-23
Rossby Financial, LCC
DECREASED
Shares86 from 150
Change-64 (-43%)
Value$4.2K (-$3.4K)
Filed 2026-11-05
Creative Financial Designs Inc
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-04
California Public Employees Retirement System
N/A
Shares— from 39,896,037
Change-39,896,037 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,011,477
Change-1,011,477 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 569,345
Change-569,345 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 422,662
Change-422,662 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 50,894
Change-50,894 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 37,084
Change-37,084 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 36,840
Change-36,840 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 900
Change-900 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 104
Change-104 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
CMH Wealth Management LLC
INCREASED570,472537,374+33,098+6%$27.1M$27.8M+$693.8K2026-10-22
State of New Jersey Common Pension Fund D
UNCHANGED500,000500,00000%$25.2M$24.4M-$855.7K2026-11-05
Assetmark, Inc
INCREASED302,109295,226+6,883+2%$14.9M$14.7M-$169.7K2026-10-21
Prevail Innovative Wealth Advisors, LLC
DECREASED130,854136,535-5,681-4%$6.9M$6.4M-$497.7K2026-10-20
Independent Financial Group, LLC
DECREASED36,77550,809-14,034-28%$2.6M$1.8M-$771.1K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED25,72725,177+550+2%$1.3M$1.3M-$16.3K2026-10-16
LPL Financial LLC
INCREASED14,3998,282+6,117+74%$417.9K$702.0K+$284.0K2026-11-06
Bank of New York Mellon Corp
NEW10,042—+10,042——$489.6K—2026-11-05
Cadent Capital Advisors, LLC
DECREASED8,0978,173-76-1%$412.4K$394.7K-$17.7K2026-10-09
Kestra Advisory Services, LLC
NEW4,542—+4,542——$221.4K—2026-11-02
Farther Finance Advisors, LLC
DECREASED4,44310,729-6,286-59%$541.4K$216.6K-$324.8K2026-10-08
Meriwether Wealth & Planning, LLC
NEW426—+426——$20.8K—2026-10-13
Dhjj Financial Advisors, Ltd.
INCREASED117115+2+2%$5.8K$5.7K-$1052026-10-23
Rossby Financial, LCC
DECREASED86150-64-43%$7.6K$4.2K-$3.4K2026-11-05
Creative Financial Designs Inc
CLOSED064-64-100%$3.2K$0-$3.2K2026-11-04
California Public Employees Retirement System
N/A—39,896,037-39,896,037-100%$2.0B———
JPMorgan Chase & Co
N/A—1,011,477-1,011,477-100%$51.0M———
Benjamin Edwards Inc
N/A—569,345-569,345-100%$28.7M———
SEI Investments Co
N/A—422,662-422,662-100%$21.3M———
Magnolia Capital Advisors LLC
N/A—50,894-50,894-100%$2.6M———
Envestnet Asset Management Inc
N/A—37,084-37,084-100%$1.9M———
Principal Securities, Inc.
N/A—36,840-36,840-100%$1.9M———
Jones Financial Companies Lllp
N/A—1,861-1,861-100%$93.8K———
Morgan Stanley
N/A—900-900-100%$45.4K———
Continuum Advisory, LLC
N/A—315-315-100%$15.9K———
Osaic Holdings, Inc.
N/A—104-104-100%$5.2K———
AE Wealth Management LLC
N/A—100-100-100%$5.0K———
Showing 27 of 27 institutions