22 institutions reported holding $2.13B of J P MORGAN EXCHANGE TRADED F (JPHY) in SEC 13F filings for 2026-03-31. Largest institutional holders: California Public Employees Retirement System ($2.00B), JPMORGAN CHASE & CO ($42.4M), BENJAMIN EDWARDS INC ($28.1M), CMH Wealth Management LLC ($25.4M), ASSETMARK, INC ($14.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | California Public Employees Retirement System | $2.00B | 39.9M | Hold |
| 2 | JPMORGAN CHASE & CO | $42.4M | 851,653 | Added |
| 3 | BENJAMIN EDWARDS INC | $28.1M | 561,116 | New |
| 4 | CMH Wealth Management LLC | $25.4M | 505,990 | Added |
| 5 | ASSETMARK, INC | $14.5M | 289,502 | Added |
| 6 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.9M | 137,806 | Added |
| 7 | Farther Finance Advisors, LLC | $2.5M | 50,794 | Trimmed |
| 8 | MAGNOLIA CAPITAL ADVISORS LLC | $2.3M | 46,379 | New |
| 9 | Concurrent Investment Advisors, LLC | $1.1M | 22,782 | New |
| 10 | JANE STREET GROUP, LLC | $908,568 | 18,117 | Trimmed |
| 11 | Cadent Capital Advisors, LLC | $391,288 | 7,802 | Added |
| 12 | Advisory Services Network, LLC | $45,135 | 900 | New |
| 13 | DHJJ Financial Advisors, Ltd. | $5,674 | 113 | Added |
| 14 | UBS Group AG | $5,366 | 107 | Added |
| 15 | AE Wealth Management LLC | $5,016 | 100 | Hold |
| 16 | Rossby Financial, LCC | $4,500 | 90 | Added |
| 17 | CWM, LLC | $2,357 | 47 | New |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,053 | 21 | New |
| 19 | Parallel Advisors, LLC | $853 | 17 | New |
| 20 | TFB Advisors LLC | $0 | 0 | Exited |
| 21 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 22 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31