Who Owns J P MORGAN EXCHANGE TRADED F (JPHY)? -- Institutional Holders (2026-06-30)

29 institutions reported holding $2.20B of J P MORGAN EXCHANGE TRADED F (JPHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: California Public Employees Retirement System ($2.01B), JPMORGAN CHASE & CO ($51.0M), BENJAMIN EDWARDS INC ($28.7M), CMH Wealth Management LLC ($27.1M), State of New Jersey Common Pension Fund D ($25.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	California Public Employees Retirement System	$2.01B	39.9M	Hold
2	JPMORGAN CHASE & CO	$51.0M	1.0M	Added
3	BENJAMIN EDWARDS INC	$28.7M	569,345	Added
4	CMH Wealth Management LLC	$27.1M	537,374	Added
5	State of New Jersey Common Pension Fund D	$25.2M	500,000	New
6	SEI INVESTMENTS CO	$21.3M	422,662	New
7	ASSETMARK, INC	$14.9M	295,226	Added
8	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$6.9M	136,535	Trimmed
9	MAGNOLIA CAPITAL ADVISORS LLC	$2.6M	50,894	Added
10	INDEPENDENT FINANCIAL GROUP, LLC	$2.6M	50,809	New
11	ENVESTNET ASSET MANAGEMENT INC	$1.9M	37,084	New
12	PRINCIPAL SECURITIES, INC.	$1.9M	36,840	New
13	Concurrent Investment Advisors, LLC	$1.3M	25,177	Added
14	Farther Finance Advisors, LLC	$541,421	10,729	Trimmed
15	LPL Financial LLC	$417,922	8,282	New
16	Cadent Capital Advisors, LLC	$412,445	8,173	Added
17	JONES FINANCIAL COMPANIES LLLP	$93,839	1,861	New
18	MORGAN STANLEY	$45,415	900	New
19	Continuum Advisory, LLC	$15,895	315	New
20	Rossby Financial, LCC	$7,569	150	Added
21	DHJJ Financial Advisors, Ltd.	$5,798	115	Added
22	OSAIC HOLDINGS, INC.	$5,247	104	New
23	AE Wealth Management LLC	$5,047	100	Hold
24	CREATIVE FINANCIAL DESIGNS INC /ADV	$3,230	64	New
25	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30