JPHY
JPMorgan Active High Yield ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +1.5% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | +3 | 41.67M | $2.10B | +6 | −3 |
| Q1 2026 | 7 | +1 | 41.06M | $2.06B | +2 | −1 |
| Q4 2025 | 6 | +2 | 41.01M | $2.07B | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | California Public Employees… | 39.90M | 0.0% | $2.01B | 1.1% | Held | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.01M | +18.8% | $51.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.01M | +18.8% | $51.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.01M | +18.8% | $51.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.01M | +18.8% | $51.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.01M | +18.8% | $51.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Sei Investments Co | 422.66K | New | $21.33M | 0.0% | New | 1 | SEC ↗ |
| 8 | Assetmark, Inc | 295.23K | +2.0% | $14.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 37.08K | New | $1.87M | 0.0% | New | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 8.28K | New | $417,922 | 0.0% | New | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 1.86K | New | $93,839 | 0.0% | New | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 900 | New | $45,415 | 0.0% | New | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 104 | New | $5,247 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Sei Investments Co | $21.33M | 0.0% |
| Envestnet Asset Management Inc | $1.87M | 0.0% |
| LPL Financial LLC | $417,922 | 0.0% |
| Jones Financial Companies Lllp | $93,839 | 0.0% |
| Morgan Stanley | $45,415 | 0.0% |
| Osaic Holdings, Inc. | $5,247 | 0.0% |
Exited
| Jane Street Group, Llc | $908,568 | was 0.0% |
| UBS Group AG | $5,366 | was 0.0% |
| Northwestern Mutual Wealth… | $1,053 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 41.54M shares, $2.08B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.