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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (JPHY) Institutional Ownership

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$45.84
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(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:JPHY)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$16.48M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.65M
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JPHY Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2023 Envestnet Asset Management Inc.93,117$4.15M0.0%+26.2%0.000%
8/4/2023 Mission Wealth Management LP63,065$2.81M0.1%-14.6%0.000%
8/3/2023 Simmons Bank67,093$2.99M0.3%-14.5%0.000%
8/3/2023 Dynamic Advisor Solutions LLC120,941$5.40M0.3%+67.9%0.000%
8/2/2023 Acorn Wealth Advisors LLC7,172$320K0.2%-4.9%0.000%
7/31/2023 LPL Financial LLC356,783$15.92M0.0%+320.3%0.000%
7/31/2023 Wolf Group Capital Advisors31,318$1.38M0.7%+5.2%0.000%
7/26/2023 Albion Financial Group UT26,207$1.17M0.1%-7.5%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.79,857$3.56M0.0%+3.7%0.000%
7/25/2023 Raymond James & Associates11,624$519K0.0%+6.2%0.000%
7/24/2023 Galvin Gaustad & Stein LLC79,311$3.54M0.3%-8.6%0.000%
7/21/2023 Graypoint LLC12,239$546K0.1%-17.3%0.000%
7/20/2023 PFG Advisors29,338$1.31M0.1%+16.8%0.000%
7/18/2023KCS Wealth Advisory16,875$753K0.3%-2.1%0.000%
7/17/2023 Patriot Financial Group Insurance Agency LLC6,225$278K0.1%+9.6%0.000%
7/14/2023 Park Avenue Securities LLC15,981$713K0.0%N/A0.000%
7/13/2023 Windsor Capital Management LLC134,332$5.99M2.0%+2.4%0.000%
7/12/2023 Independent Wealth Network Inc.8,931$398K0.2%+25.2%0.000%
7/12/2023 Royal Fund Management LLC68,025$3.04M0.4%+0.9%0.000%
7/10/2023 Financial Management Professionals Inc.2,102$94K0.0%-50.0%0.000%
5/16/2023Graves Light Lenhart Wealth Inc.45,047$2.02M0.3%+27.7%0.000%
5/12/2023 GeoWealth Management LLC17,946$807K0.1%-18.5%0.000%
5/12/2023 HighTower Advisors LLC326,493$14.65M0.0%+2.3%0.000%
5/10/2023 MAI Capital Management19,572$879K0.0%N/A0.000%
5/10/2023 LPL Financial LLC84,897$3.81M0.0%-17.0%0.000%
5/9/2023 Nicolet Advisory Services LLC129,054$5.73M0.7%-2.4%0.000%
5/5/2023 Assetmark Inc.2,924$131K0.0%+147.6%0.000%
5/5/2023 Capital Analysts LLC5,219$235K0.0%+4.8%0.000%
5/3/2023 Pinnacle Wealth Planning Services Inc.87,137$3.92M0.7%-6.8%0.000%
5/3/2023 Great Valley Advisor Group Inc.397,034$17.84M0.8%N/A0.000%
5/2/2023 Graypoint LLC14,801$665K0.1%+11.0%0.000%
4/28/2023 Simmons Bank78,513$3.53M0.3%-53.5%0.000%
4/26/2023 State of New Jersey Common Pension Fund D250,000$11.23M0.0%-50.0%0.000%
4/21/2023 PFG Advisors25,108$1.13M0.1%N/A0.000%
4/18/2023 Independent Wealth Network Inc.7,134$321K0.2%-5.5%0.000%
4/18/2023 Albion Financial Group UT28,337$1.27M0.1%+12.7%0.000%
4/18/2023KCS Wealth Advisory17,241$775K0.3%-3.1%0.000%
4/17/2023 Galvin Gaustad & Stein LLC86,815$3.90M0.4%+9.1%0.000%
4/17/2023 Gradient Investments LLC1,433$64K0.0%-99.6%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.77,005$3.46M0.0%+29.6%0.000%
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4/14/2023 Raymond James & Associates10,941$492K0.0%+2.1%0.000%
4/13/2023 Apeiron RIA LLC4,520$203K0.1%N/A0.000%
4/13/2023 Financial Management Professionals Inc.4,200$189K0.0%N/A0.000%
4/10/2023 Windsor Capital Management LLC131,147$5.89M2.0%+2.1%0.000%
4/10/2023 Royal Fund Management LLC67,409$3.03M0.4%+0.8%0.000%
4/7/2023 Mission Wealth Management LP73,885$3.32M0.1%+2.4%0.000%
2/13/2023 GeoWealth Management LLC22,027$965K0.1%+3.3%0.000%
2/13/2023 Pinnacle Wealth Planning Services Inc.93,469$4.10M0.7%+64.0%0.000%
2/13/2023 Neuberger Berman Group LLC65,346$2.87M0.0%+111.3%0.000%
2/13/2023 Galvin Gaustad & Stein LLC79,554$3.49M0.4%+49.1%0.000%
2/13/2023 JPMorgan Chase & Co.4,172,370$182.92M0.0%-7.1%0.000%
2/10/2023 Assetmark Inc.1,181$52K0.0%+541.8%0.000%
2/10/2023 Advisor Group Holdings Inc.84,037$3.69M0.0%-2.0%0.000%
2/10/2023 Acorn Wealth Advisors LLC7,752$340K0.3%-12.5%0.000%
2/10/2023 Capital Advisors Wealth Management LLC5,583$245K0.1%+12.9%0.000%
2/9/2023 Nicolet Advisory Services LLC132,295$6.00M0.8%-5.4%0.000%
2/9/2023 HighTower Advisors LLC319,063$13.97M0.0%-0.9%0.000%
2/9/2023 Mercer Global Advisors Inc. ADV77,697$3.41M0.0%+10.3%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.59,435$2.61M0.0%+21.9%0.000%
2/8/2023 Capital Analysts LLC4,981$218K0.0%+39.2%0.000%
2/8/2023 Simmons Bank169,008$7.41M0.6%-8.5%0.000%
2/8/2023 Donoghue Forlines LLC10,531$462K0.2%-9.2%0.000%
2/8/2023KCS Wealth Advisory17,796$780K0.3%+9.9%0.000%
2/7/2023 LPL Financial LLC102,343$4.49M0.0%+94.0%0.000%
2/7/2023 Condor Capital Management102,264$4.48M0.6%-32.7%0.000%
2/7/2023 Envestnet Asset Management Inc.42,325$1.86M0.0%+219.4%0.000%
2/7/2023 Wolf Group Capital Advisors31,590$1.39M0.7%+11.4%0.000%
2/3/2023 Albion Financial Group UT25,147$1.10M0.1%+26.3%0.000%
2/2/2023 Mission Wealth Management LP72,149$3.16M0.2%-15.5%0.000%
2/1/2023 State of New Jersey Common Pension Fund D500,000$21.92M0.1%N/A0.000%
1/31/2023 Graypoint LLC13,333$584K0.1%-17.8%0.000%
1/24/2023 Park Avenue Securities LLC7,148$313K0.0%N/A0.000%
1/20/2023 Avestar Capital LLC11,756$518K0.1%N/A0.000%
1/20/2023 Royal Fund Management LLC66,850$2.93M0.5%-1.0%0.000%
1/17/2023 Patriot Financial Group Insurance Agency LLC5,665$248K0.0%-12.3%0.000%
1/17/2023 Gallacher Capital Management LLC42,675$1.87M1.1%N/A0.000%
1/13/2023 Windsor Capital Management LLC128,414$5.63M2.0%-2.9%0.000%
1/13/2023 Dynamic Advisor Solutions LLC27,016$1.18M0.1%+379.5%0.000%
1/10/2023 Gradient Investments LLC398,171$17.46M0.6%+34.5%0.000%
12/12/2022 WealthPlan Investment Management LLC15,612$696K0.1%N/A0.000%
11/16/2022 CreativeOne Wealth LLC55,762$2.36M0.1%-5.1%0.000%
11/15/2022 Lido Advisors LLC24,667$1.05M0.0%+2.1%0.000%
11/15/2022 Flow Traders U.S. LLC32,812$1.39M0.1%+23.9%0.000%
11/14/2022 Visionary Wealth Advisors85,501$3.62M0.4%-6.0%0.000%
11/14/2022 MML Investors Services LLC5,465$232K0.0%N/A0.000%
11/10/2022 Condor Capital Management152,005$6.44M0.8%-32.0%0.000%
11/10/2022 Nicolet Advisory Services LLC139,824$5.91M1.0%-3.9%0.000%
11/9/2022 Acorn Wealth Advisors LLC8,863$376K0.3%-10.2%0.000%
11/9/2022 Pinnacle Wealth Planning Services Inc.56,993$2.42M0.4%+5.2%0.000%
11/9/2022 Wolf Group Capital Advisors28,366$1.20M0.7%+4.2%0.000%
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11/7/2022 Donoghue Forlines LLC11,601$492K0.2%+10.2%0.000%
11/7/2022Wealth Management Solutions LLC4,951$210K0.1%-49.9%0.000%
11/3/2022 Windsor Capital Management LLC132,188$5.60M2.1%-1.8%0.000%
11/1/2022 Patriot Financial Group Insurance Agency LLC6,461$274K0.1%-12.2%0.000%
10/27/2022 Simmons Bank184,730$7.83M0.7%-4.0%0.000%
10/27/2022 Albion Financial Group UT19,912$844K0.1%+61.1%0.000%
10/26/2022 Galvin Gaustad & Stein LLC53,367$2.26M0.2%+61.4%0.000%
10/26/2022 Nelson Van Denburg & Campbell Wealth Management Group LLC5,328$225K0.0%-39.6%0.000%
10/25/2022 SAM Advisors LLC8,459$359K0.2%-97.5%0.000%
10/25/2022 Raymond James & Associates10,991$466K0.0%+122.4%0.000%
(Data available from 1/1/2016 forward)

JPHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPHY shares?

During the previous two years, 60 institutional investors and hedge funds held shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($182.92M), Great Valley Advisor Group Inc. ($17.84M), LPL Financial LLC ($15.92M), HighTower Advisors LLC ($14.65M), Rainey & Randall Investment Management Inc. ($14.58M), State of New Jersey Common Pension Fund D ($11.23M), and Windsor Capital Management LLC ($5.99M).Learn more on JPHY's institutional investors.

Which institutional investors have been buying JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock?

Of the 41 institutional investors that purchased JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: State of New Jersey Common Pension Fund D ($500K), Gradient Investments LLC ($397.83K), Great Valley Advisor Group Inc. ($397.03K), LPL Financial LLC ($321.48K), Dynamic Advisor Solutions LLC ($75.91K), Galvin Gaustad & Stein LLC ($65.58K), and Raymond James Financial Services Advisors Inc. ($65.03K).

How much institutional buying is happening at JPMorgan BetaBuilders USD High Yield Corporate Bond ETF?

Institutional investors have bought a total of 2,237,858 shares in the last 24 months. This purchase volume represents approximately $98.25M in transactions.

Which JPMorgan BetaBuilders USD High Yield Corporate Bond ETF major shareholders have been selling company stock?

Of the 37 institutional investors that sold JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($4.82M), Gradient Investments LLC ($421.27K), SAM Advisors LLC ($334.04K), State of New Jersey Common Pension Fund D ($250K), Simmons Bank ($142.17K), Condor Capital Management ($128.83K), and Visionary Wealth Advisors ($42.78K).

How much institutional selling is happening at JPMorgan BetaBuilders USD High Yield Corporate Bond ETF?

Institutional investors have sold a total of 6,421,413 shares in the last 24 months. This volume of shares sold represents approximately $280.73M in transactions.


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This page (BATS:JPHY) was last updated on 5/19/2024 by MarketBeat.com Staff

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