Explore more topics
Public ownership evidence

JPMorgan Active High Yield ETF (JPHY) Ownership Disclosures

Read JPHY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 27 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

SEI INVESTMENTS CO2026-06-302026-08-15422,662$21,328,210None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-1550,894$2,568,188None
OSAIC HOLDINGS, INC.2026-06-302026-08-15104$5,247None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,861$93,839None
California Public Employees Retirement System2026-06-302026-08-1539,896,037$2,013,213,791None
MORGAN STANLEY2026-06-302026-08-14900$45,415None
JPMORGAN CHASE & CO2026-06-302026-08-1389,992$4,540,627None
JPMORGAN CHASE & CO2026-06-302026-08-1362,778$3,167,520None
JPMORGAN CHASE & CO2026-06-302026-08-131,736$87,591None
JPMORGAN CHASE & CO2026-06-302026-08-13805,688$40,651,713None
JPMORGAN CHASE & CO2026-06-302026-08-1351,283$2,587,530None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12600$30,277None
LPL Financial LLC2026-06-302026-08-088,282$417,922None
Continuum Advisory, LLC2026-06-302026-08-07315$15,895None
Rossby Financial, LCC2026-06-302026-08-05150$7,569None
State of New Jersey Common Pension Fund D2026-06-302026-08-05500,000$25,230,749None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-0536,840$1,859,001None
AE Wealth Management LLC2026-06-302026-08-04100$5,047None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0437,084$1,871,314None
ASSETMARK, INC2026-06-302026-07-31295,226$14,897,547None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-2964$3,230None
Concurrent Investment Advisors, LLC2026-06-302026-07-2825,177$1,270,469None
DHJJ Financial Advisors, Ltd.2026-06-302026-07-25115$5,798None
BENJAMIN EDWARDS INC2026-06-302026-07-2580$4,036None
BENJAMIN EDWARDS INC2026-06-302026-07-25569,265$28,724,542None
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC2026-06-302026-07-21136,535$6,889,761None
Farther Finance Advisors, LLC2026-06-302026-07-1810,729$541,421None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.