JPMorgan Flexible Debt ETFJFLXETF
13F holders, Q1 2026 (March 31)80holders +1
11new positions
10sold out
1famous investor
$49.63avg. 13F price*
At the end of Q1 2026, 80 institutions reported holding JPMorgan Flexible Debt ETF (JFLX) in their 13F filings, up 1 from Q4 2025. 11 opened new positions and 10 sold out. The largest holders were JPMorgan Chase & Co. ($149.9M), Glenview Trust Co ($104.1M) and Provenance Wealth Advisors, LLC ($70.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $15.0M |
| Exits | 10 | $8.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,351,664 shares bought and 622,318 shares sold, net +729,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| JPMorgan Chase & Co. | 0.01% | Reduce -3.5% | 3,030,184 | $149.9M |
| Glenview Trust Co | 1.63% | Add +4.9% | 2,094,830 | $104.1M |
| Provenance Wealth Advisors, LLC | 7.50% | Reduce -1.0% | 1,426,028 | $70.8M |
| Wells Fargo & Company | 0.01% | Add +14.9% | 1,266,048 | $62.9M |
| Pinnacle Financial Partners, Inc. | 0.31% | Add +5.6% | 810,984 | $40.3M |
| Allegheny Financial Group | 4.67% | Add +9.2% | 697,861 | $34.7M |
| Assetmark, Inc. | 0.06% | Reduce -1.5% | 630,258 | $31.3M |
| American Trust | 1.98% | Add +4.2% | 450,071 | $22.4M |
| LPL Financial LLC | 0.01% | Reduce -2.1% | 443,599 | $22.0M |
| Sterling Investment Advisors, Ltd. | 3.90% | Add +4.7% | 433,541 | $21.5M |
| Spartan Wealth Advisory Services LLC | 1.83% | — | 421,490 | $20.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.3% | 392,951 | $19.5M |
| Raymond James Financial Inc. | 0.01% | Add +12.1% | 353,038 | $17.5M |
| Coastal Bridge Advisors, LLC | 1.19% | Add +1.9% | 337,400 | $16.8M |
| Cetera Investment Advisers | 0.01% | Add +1.2% | 276,524 | $13.7M |
| Bleakley Financial Group, LLC | 0.20% | Reduce -5.9% | 256,932 | $12.8M |
| Evolution Wealth Advisors, LLC | 1.16% | Add +0.7% | 228,423 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Add +344.2% | 207,122 | $10.3M |
| WealthPlan Investment Management, LLC | 0.55% | Add +107.8% | 197,158 | $9.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -23.7% | 191,250 | $9.5M |
| Modern Wealth Management, LLC | 0.15% | New | 181,624 | $9.0M |
| Daymark Wealth Partners, LLC | 0.28% | Add +8.9% | 179,875 | $8.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.7% | 166,750 | $8.3M |
| Perigon Wealth Management, LLC | 0.14% | Add +4.4% | 152,350 | $7.6M |
| Morgan Stanley | 0.00% | Add +5538.4% | 149,078 | $7.4M |
| National Philanthropic Trust | 0.06% | No change | 118,233 | $5.9M |
| Truist Financial Corp. | 0.01% | Reduce -7.1% | 111,943 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +12248.7% | 96,073 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.1% | 91,799 | $4.6M |
| LWM Advisory Services, LLC | 4.20% | Reduce -69.3% | 79,111 | $3.9M |
| Arbor Capital Management Inc. | 2.95% | Add +1.1% | 72,487 | $3.6M |
| Focus Partners Wealth | 0.00% | Reduce -2.6% | 72,714 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 62,513 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +16.8% | 60,480 | $3.0M |
| Citadel Advisors | 0.00% | New | 57,746 | $2.9M |
| Greenwich Wealth Management LLC | 0.11% | New | 53,345 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +16.3% | 36,174 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -19.1% | 33,266 | $1.7M |
| Simplicity Wealth,LLC | 0.08% | Add +7.6% | 29,724 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +13.3% | 28,295 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -0.3% | 27,957 | $1.4M |
| Raffa Wealth Management, LLC | 0.21% | No change | 27,436 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.7% | 27,408 | $1.4M |
| Bluesphere Advisors LLC | 0.46% | Add +1.3% | 25,854 | $1.3M |
| Klingman & Associates, LLC | 0.06% | Add +8.0% | 25,713 | $1.3M |
| WealthPLAN Partners, LLC | 0.21% | Add +131.6% | 22,236 | $1.1M |
| Arwa LLC | 0.50% | Add +27.2% | 20,252 | $1.0M |
| Certified Advisory Corp | 0.08% | Add +157.9% | 17,662 | $877K |
| Patton Albertson Miller Group, LLC | 0.07% | Add +7.1% | 11,460 | $569K |
| MML Investors Services, LLC | 0.00% | Reduce -28.8% | 10,398 | $516K |
| Balefire, LLC | 0.09% | Add +1.7% | 9,609 | $477K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 9,259 | $460K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.1% | 9,247 | $459K |
| Harbour Investment Management LLC | 0.25% | Add +1.3% | 9,214 | $458K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.6% | 8,847 | $439K |
| UBS Group AG | 0.00% | Reduce -75.1% | 7,877 | $391K |
| World Investment Advisors | 0.01% | Add +11.8% | 7,817 | $388K |
| Stelac Advisory Services LLC | 0.07% | No change | 7,091 | $352K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 6,164 | $306K |
| Ameritas Advisory Services, LLC | 0.01% | Add +8.8% | 5,508 | $274K |
| HRT Financial LP | 0.00% | New | 4,789 | $237K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.3% | 4,165 | $207K |
| Bogart Wealth, LLC | 0.00% | New | 2,565 | $127K |
| Princeton Global Asset Management LLC | 0.02% | Add +1.3% | 2,356 | $117K |
| Ancora Advisors LLC | 0.00% | No change | 2,261 | $112K |
| Creative Financial Designs Inc. | 0.00% | Add +1.2% | 1,634 | $81K |
| BankPlus Trust Department | 0.02% | No change | 1,210 | $60K |
| Evolution Wealth Management Inc. | 0.04% | New | 1,025 | $51K |
| Advisory Services Network, LLC | 0.00% | New | 674 | $33K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 420 | $21K |
| Cwm, LLC | 0.00% | No change | 335 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 249 | $12K |
| Rossby Financial, LCC | 0.00% | New | 185 | $9K |
| Trust Co | 0.00% | Add +0.6% | 162 | $8K |
| Bank & Trust Co | 0.00% | No change | 126 | $6K |
| Park Square Financial Group, LLC | 0.05% | New | 125 | $6K |
| Hickory Point Bank & Trust | 0.00% | New | 67 | $3K |
| AE Wealth Management LLC | 0.00% | Add +1.8% | 56 | $3K |
| Richardson Financial Services Inc. | 0.00% | No change | 19 | $944 |
| 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.