JPMorgan Flexible Debt ETFJFLXETF
13F holders, Q2 2026 (June 30)89holders +9
18new positions
10sold out
1famous investor
$50.38avg. 13F price*
At the end of Q2 2026, 89 institutions reported holding JPMorgan Flexible Debt ETF (JFLX) in their 13F filings, up 9 from Q1 2026. 18 opened new positions and 10 sold out. The largest holders were JPMorgan Chase & Co. ($159.9M), Glenview Trust Co ($107.7M) and Provenance Wealth Advisors, LLC ($73.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Flexible Debt ETF
- CUSIP
- 46654Q559
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $31.6M |
| Exits | 10 | $9.8M |
All 13F filers, Q1 2026 → Q2 2026: 1,617,965 shares bought and 614,663 shares sold, net +1,003,302 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| JPMorgan Chase & Co. | 0.01% | Add +4.8% | 3,174,103 | $159.9M |
| Glenview Trust Co | 1.49% | Add +2.0% | 2,137,759 | $107.7M |
| Provenance Wealth Advisors, LLC | 6.96% | Add +1.6% | 1,449,324 | $73.0M |
| Wells Fargo & Company | 0.01% | Add +8.7% | 1,375,502 | $69.3M |
| Pinnacle Financial Partners, Inc. | 0.30% | Add +6.3% | 862,473 | $43.5M |
| Allegheny Financial Group | 3.76% | Add +0.6% | 702,054 | $35.4M |
| Assetmark, Inc. | 0.05% | Reduce -1.7% | 619,515 | $31.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +43.2% | 562,838 | $28.4M |
| LPL Financial LLC | 0.01% | Add +8.1% | 479,555 | $24.2M |
| American Trust | 1.78% | Add +1.6% | 457,456 | $23.1M |
| Sterling Investment Advisors, Ltd. | 3.81% | Add +4.3% | 452,085 | $22.8M |
| Raymond James Financial Inc. | 0.01% | Add +22.2% | 431,294 | $21.7M |
| Spartan Wealth Advisory Services LLC | 1.77% | Add +1.8% | 429,039 | $21.6M |
| Arq Wealth Advisors, LLC | 2.39% | New | 386,223 | $19.3M |
| Coastal Bridge Advisors, LLC | 1.10% | Add +5.0% | 354,302 | $17.9M |
| Cetera Investment Advisers | 0.01% | Reduce -0.4% | 275,423 | $13.9M |
| Bleakley Financial Group, LLC | 0.17% | Add +1.8% | 261,497 | $13.2M |
| WealthPlan Investment Management, LLC | 0.65% | Add +32.0% | 260,215 | $13.1M |
| Evolution Wealth Advisors, LLC | 1.32% | Reduce -2.0% | 223,817 | $11.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.8% | 204,250 | $10.3M |
| Daymark Wealth Partners, LLC | 0.23% | Add +4.9% | 188,632 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.0% | 173,978 | $8.7M |
| Perigon Wealth Management, LLC | 0.14% | Add +13.3% | 172,635 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.2% | 146,466 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +34.2% | 128,936 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +0.2% | 112,135 | $5.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +13.0% | 103,738 | $5.2M |
| National Philanthropic Trust | 0.07% | Reduce -20.4% | 94,147 | $4.7M |
| Greenwich Wealth Management LLC | 0.15% | Add +52.0% | 81,112 | $4.1M |
| Kintra Wealth, LLC | 0.21% | New | 79,551 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 75,566 | $3.8M |
| Focus Partners Wealth | 0.00% | Reduce -1.7% | 71,497 | $3.6M |
| Citadel Advisors | 0.00% | Add +16.1% | 67,049 | $3.4M |
| Arbor Capital Management Inc. | 3.21% | Reduce -10.3% | 65,024 | $3.3M |
| WealthPLAN Partners, LLC | 0.60% | Add +181.9% | 62,682 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.3% | 59,114 | $3.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.4% | 35,317 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +25.2% | 34,308 | $1.7M |
| Simplicity Wealth,LLC | 0.06% | Add +11.9% | 33,250 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +8.6% | 30,727 | $1.5M |
| UBS Group AG | 0.00% | Add +289.3% | 30,663 | $1.5M |
| Oak Barrel Wealth Advisory LLC | 0.64% | — | 28,953 | $1.5M |
| Choreo, LLC | 0.02% | No change | 27,957 | $1.4M |
| Raffa Wealth Management, LLC | 0.17% | No change | 27,436 | $1.4M |
| Bluesphere Advisors LLC | 0.41% | Add +1.2% | 26,166 | $1.3M |
| Klingman & Associates, LLC | 0.05% | Reduce -1.4% | 25,367 | $1.3M |
| Arwa LLC | 0.50% | Add +19.5% | 24,210 | $1.2M |
| Modern Wealth Management, LLC | 0.01% | Reduce -87.7% | 22,395 | $1.1M |
| Cedar Mountain Advisors, LLC | 0.18% | New | 20,383 | $1.0M |
| Krilogy Financial LLC | 0.03% | New | 17,650 | $890K |
| Certified Advisory Corp | 0.07% | Reduce -0.7% | 17,534 | $884K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +30.1% | 11,512 | $580K |
| Patton Albertson Miller Group, LLC | 0.06% | Reduce -3.8% | 11,020 | $555K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +18.6% | 10,962 | $552K |
| Balefire, LLC | 0.08% | Reduce -0.6% | 9,550 | $481K |
| Harbour Investment Management LLC | 0.24% | Add +1.2% | 9,325 | $470K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 9,259 | $467K |
| HB Wealth Management, LLC | 0.00% | New | 8,885 | $448K |
| GEN Financial Management, INC. | 0.26% | New | 8,448 | $426K |
| Bessemer Group Inc. | 0.00% | New | 7,800 | $393K |
| World Investment Advisors | 0.01% | No change | 7,817 | $389K |
| Farther Finance Advisors, LLC | 0.00% | New | 7,284 | $367K |
| Fagan Associates, Inc. | 0.04% | New | 6,215 | $313K |
| BTG Pactual Asset Management US LLC | 0.02% | No change | 6,164 | $311K |
| Stifel Financial Corp. | 0.00% | New | 5,575 | $281K |
| MML Investors Services, LLC | 0.00% | Reduce -48.5% | 5,356 | $270K |
| B & T Capital Management DBA Alpha Capital Management | 0.03% | New | 5,005 | $252K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.2% | 4,215 | $212K |
| Morgan Stanley | 0.00% | Reduce -98.2% | 2,644 | $133K |
| Princeton Global Asset Management LLC | 0.02% | Add +1.2% | 2,385 | $120K |
| Ancora Advisors LLC | 0.00% | No change | 2,261 | $114K |
| Creative Financial Designs Inc. | 0.00% | Add +1.2% | 1,654 | $83K |
| Global Retirement Partners, LLC | 0.00% | — | 1,630 | $82K |
| Harbour Investments, Inc. | 0.00% | New | 1,533 | $77K |
| NewEdge Advisors, LLC | 0.00% | New | 652 | $33K |
| Rothschild Investment LLC | 0.00% | New | 358 | $18K |
| IFP Advisors, Inc | 0.00% | No change | 249 | $13K |
| Rossby Financial, LCC | 0.00% | Reduce -1.6% | 182 | $9K |
| Trust Co | 0.00% | No change | 162 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | New | 160 | $8K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -65.0% | 147 | $7K |
| AE Wealth Management LLC | 0.00% | Add +141.1% | 135 | $7K |
| Bank & Trust Co | 0.00% | No change | 126 | $6K |
| Fifth Third Bancorp | 0.00% | New | 82 | $4K |
| TOWER TRUST & INVESTMENT Co | 0.00% | New | 79 | $4K |
| Hickory Point Bank & Trust | 0.00% | No change | 67 | $3K |
| Park Square Financial Group, LLC | 0.02% | Reduce -72.0% | 35 | $2K |
| Richardson Financial Services Inc. | 0.00% | No change | 19 | $958 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $50 |
"% of holder's portfolio" is JFLX's weight in each manager's 13F, not the share of JPMorgan Flexible Debt ETF the manager owns.