15 institutions reported holding $111.4M of J P MORGAN EXCHANGE TRADED F (JPHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BENJAMIN EDWARDS INC ($28.7M), CMH Wealth Management LLC ($27.1M), State of New Jersey Common Pension Fund D ($25.2M), ASSETMARK, INC ($14.9M), PREVAIL INNOVATIVE WEALTH ADVISORS, LLC ($6.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $28.7M | 569,345 | Added |
| 2 | CMH Wealth Management LLC | $27.1M | 537,374 | Added |
| 3 | State of New Jersey Common Pension Fund D | $25.2M | 500,000 | New |
| 4 | ASSETMARK, INC | $14.9M | 295,226 | Added |
| 5 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.9M | 136,535 | Trimmed |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $2.6M | 50,809 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 37,084 | New |
| 8 | PRINCIPAL SECURITIES, INC. | $1.9M | 36,840 | New |
| 9 | Concurrent Investment Advisors, LLC | $1.3M | 25,177 | Added |
| 10 | Farther Finance Advisors, LLC | $541,421 | 10,729 | Trimmed |
| 11 | Cadent Capital Advisors, LLC | $412,445 | 8,173 | Added |
| 12 | Rossby Financial, LCC | $7,569 | 150 | Added |
| 13 | DHJJ Financial Advisors, Ltd. | $5,798 | 115 | Added |
| 14 | AE Wealth Management LLC | $5,047 | 100 | Hold |
| 15 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3,230 | 64 | New |
Source: SEC Form 13F filings · as of 2026-06-30