Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active High Yield ETF include California Public Employees Retirement System, Investment Partners Asset Management, Inc., Congress Wealth Management LLC / DE /, Dynamic Advisor Solutions LLC, Garrett Investment Advisors LLC, and Proequities, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11,682 | 545 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 39,066 | 1,822 | ||||||
| 2025-08-13 | 13F | California Public Employees Retirement System | 39,896,037 | 2,017,144 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5,784 | 270 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 46,198 | 2,155 |
