JPMorgan Flexible Debt ETFJFLXETF
13F holders, Q4 2025 (December 31)79holders +20
24new positions
6sold out
$50.22avg. 13F price*
At the end of Q4 2025, 79 institutions reported holding JPMorgan Flexible Debt ETF (JFLX) in their 13F filings, up 20 from Q3 2025. 24 opened new positions and 6 sold out. The largest holders were JPMorgan Chase & Co. ($157.7M), Glenview Trust Co ($100.3M) and Provenance Wealth Advisors, LLC ($72.4M).
- Company
- JPMorgan Flexible Debt ETF
- CUSIP
- 46654Q559
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $113.7M |
| Exits | 6 | $3.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,832,440 shares bought and 720,547 shares sold, net +3,111,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| JPMorgan Chase & Co. | 0.01% | Add +34.2% | 3,140,195 | $157.7M |
| Glenview Trust Co | 1.55% | Add +2.1% | 1,997,360 | $100.3M |
| Provenance Wealth Advisors, LLC | 8.02% | New | 1,440,771 | $72.4M |
| Wells Fargo & Company | 0.01% | Add +3.7% | 1,101,759 | $55.3M |
| Pinnacle Financial Partners, Inc. | 0.29% | — | 767,866 | $38.6M |
| Assetmark, Inc. | 0.07% | Reduce -7.0% | 639,591 | $32.1M |
| Allegheny Financial Group | 4.75% | Add +6.0% | 638,839 | $32.1M |
| LPL Financial LLC | 0.01% | Add +1.4% | 453,245 | $22.8M |
| American Trust | 1.82% | Add +309.3% | 431,799 | $21.7M |
| Sterling Investment Advisors, Ltd. | 3.83% | Add +12.1% | 413,979 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.0% | 380,442 | $19.1M |
| Coastal Bridge Advisors, LLC | 1.24% | Add +21.7% | 331,187 | $16.6M |
| Raymond James Financial Inc. | 0.00% | Add +14.0% | 315,059 | $15.8M |
| Cetera Investment Advisers | 0.01% | Add +5.6% | 273,145 | $13.7M |
| Bleakley Financial Group, LLC | 0.24% | New | 273,058 | $13.7M |
| LWM Advisory Services, LLC | 7.58% | Add +2.0% | 257,506 | $12.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.1% | 250,747 | $12.6M |
| Evolution Wealth Advisors, LLC | 1.15% | Reduce -1.7% | 226,843 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -38.2% | 169,626 | $8.5M |
| Daymark Wealth Partners, LLC | 0.26% | New | 165,101 | $8.3M |
| Perigon Wealth Management, LLC | 0.13% | Add +3.8% | 145,986 | $7.3M |
| Truist Financial Corp. | 0.01% | Reduce -9.7% | 120,486 | $6.1M |
| National Philanthropic Trust | 0.06% | New | 118,233 | $5.9M |
| Virtu Financial LLC | 0.19% | New | 99,391 | $5.0M |
| WealthPlan Investment Management, LLC | 0.30% | Add +39.3% | 94,882 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +206.9% | 84,902 | $4.3M |
| Focus Partners Wealth | 0.00% | Add +9.4% | 74,629 | $3.7M |
| Arbor Capital Management Inc. | 3.02% | Add +6.6% | 71,686 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.1% | 63,832 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | New | 51,801 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -76.6% | 46,632 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +198.5% | 41,128 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.7% | 35,005 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 32,492 | $1.6M |
| UBS Group AG | 0.00% | Reduce -67.6% | 31,609 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +13.4% | 31,104 | $1.6M |
| Oak Barrel Wealth Advisory LLC | 0.85% | — | 28,450 | $1.4M |
| Choreo, LLC | 0.02% | New | 28,044 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Add +12.2% | 27,615 | $1.4M |
| Raffa Wealth Management, LLC | 0.21% | No change | 27,436 | $1.4M |
| Bluesphere Advisors LLC | 0.57% | Add +0.8% | 25,524 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +21.0% | 24,981 | $1.3M |
| Klingman & Associates, LLC | 0.06% | Add +30.5% | 23,816 | $1.2M |
| Arwa LLC | 0.47% | — | 15,918 | $799K |
| MML Investors Services, LLC | 0.00% | Reduce -59.4% | 14,607 | $734K |
| Sunflower Bank, N.A. | 0.15% | Reduce -94.7% | 11,611 | $583K |
| Patton Albertson Miller Group, LLC | 0.06% | Add +6.5% | 10,697 | $537K |
| WealthPLAN Partners, LLC | 0.07% | New | 9,601 | $482K |
| Balefire, LLC | 0.09% | New | 9,447 | $474K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.0% | 9,447 | $474K |
| L. Roy Papp & Associates, LLP | 0.05% | New | 9,259 | $465K |
| Harbour Investment Management LLC | 0.24% | Add +0.8% | 9,096 | $457K |
| Old Mission Capital LLC | 0.02% | New | 8,941 | $449K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +40.8% | 8,069 | $405K |
| Stelac Advisory Services LLC | 0.13% | No change | 7,091 | $358K |
| World Investment Advisors | 0.01% | New | 6,994 | $351K |
| Certified Advisory Corp | 0.03% | Add +39.2% | 6,847 | $344K |
| RPS Advisory Solutions LLC | 0.15% | Reduce -13.0% | 6,268 | $315K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 6,164 | $310K |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 5,901 | $296K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,065 | $254K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.8% | 4,112 | $207K |
| Morgan Stanley | 0.00% | Reduce -20.0% | 2,644 | $133K |
| Princeton Global Asset Management LLC | 0.02% | New | 2,326 | $117K |
| Ancora Advisors LLC | 0.00% | No change | 2,261 | $114K |
| Global Retirement Partners, LLC | 0.00% | Add +9.2% | 1,669 | $84K |
| Creative Financial Designs Inc. | 0.01% | Reduce -35.1% | 1,614 | $81K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,413 | $71K |
| BankPlus Trust Department | 0.02% | New | 1,210 | $61K |
| Royal Bank of Canada | 0.00% | Reduce -28.1% | 778 | $39K |
| Cwm, LLC | 0.00% | New | 335 | $17K |
| IFP Advisors, Inc | 0.00% | Add +43.1% | 249 | $13K |
| Trust Co | 0.00% | New | 161 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | New | 150 | $8K |
| Bank & Trust Co | 0.00% | New | 126 | $6K |
| Bayban | 0.00% | — | 60 | $3K |
| AE Wealth Management LLC | 0.00% | No change | 55 | $3K |
| Richardson Financial Services Inc. | 0.00% | New | 19 | $954 |
| CoreCap Advisors, LLC | 0.00% | New | 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.