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JPHY

JPMorgan Active High Yield ETF

19 hedge funds and large institutions have $2.13B invested in JPMorgan Active High Yield ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

19% more funds holding

Funds holding: 1619 (+3)

0% more capital invested

Capital invested by funds: $2.12B → $2.13B (+$7.75M)

0.49% less ownership

Funds ownership: 99.08%98.59% (-0.49%)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
7
Increased
8
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$2B
JP Morgan Chase
2
JP Morgan Chase
New York
$42.4M +$2.46M +48,809 +6%
BEI
3
Benjamin Edwards Inc
Missouri
$28.1M +$28.3M +561,116 New
CWM
4
CMH Wealth Management
New Hampshire
$25.4M +$215K +4,260 +0.8%
AssetMark Inc
5
AssetMark Inc
California
$14.5M +$6.46K +128 +0%
PIWA
6
Prevail Innovative Wealth Advisors
Kansas
$6.91M +$4.43M +87,764 +175%
FFA
7
Farther Finance Advisors
California
$2.54M -$10.8M -214,502 -81%
MCA
8
Magnolia Capital Advisors
Mississippi
$2.33M +$2.34M +46,379 New
CIA
9
Concurrent Investment Advisors
Florida
$1.14M +$1.15M +22,782 New
Jane Street
10
Jane Street
New York
$909K -$212K -4,190 -19%
CCA
11
Cadent Capital Advisors
Oklahoma
$391K +$12.6K +249 +3%
ASN
12
Advisory Services Network
Georgia
$45.1K +$45.5K +900 New
DFA
13
DHJJ Financial Advisors
Illinois
$5.67K +$101 +2 +2%
UBS Group
14
UBS Group
Switzerland
$5.37K +$1.31K +26 +32%
AWM
15
AE Wealth Management
Kansas
$5.02K
RF
16
Rossby Financial
Florida
$4.5K +$960 +19 +27%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$2.36K +$2.37K +47 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.05K +$1.06K +21 New
PA
19
Parallel Advisors
California
$853 +$859 +17 New
TA
20
TFB Advisors
Kansas
-$287K -5,670 Closed
BCA
21
Bay Colony Advisors
Massachusetts
-$252K -4,978 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$200K -3,957 Closed

JPHY Hedge Fund Activity: Q1 2026 in Review

19 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active High Yield ETF (JPHY) for Q1 2026, worth a combined $2.13B — up 0.37% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JPHY positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Benjamin Edwards Inc, opening a new position worth an estimated $28.3M. The largest seller was Farther Finance Advisors, cutting an estimated $10.8M.

  • 19 institutional investors held JPMorgan Active High Yield ETF (JPHY) as of Q1 2026, up from 16 in Q4 2025.
  • Funds reported $2.13B of JPMorgan Active High Yield ETF stock for Q1 2026, up 0.37% quarter-over-quarter.
  • 7 funds opened new JPMorgan Active High Yield ETF positions in Q1 2026 and 3 closed out, a net change of +4 holders.
  • The largest JPMorgan Active High Yield ETF buyer in Q1 2026 was Benjamin Edwards Inc, an estimated $28.3M added.
  • The largest JPMorgan Active High Yield ETF seller in Q1 2026 was Farther Finance Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2026.