Who Owns JPMorgan Flexible Debt ETF (JFLX)?Hedge Fund & Institutional Holders

$49.76-0.04 (-0.08%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0700097000723553e+204T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$49.80$50.05$50.30$50.56$50.81Sep 25Dec 25Mar 26

JFLX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Provenance Wealth Advisors, LLCNew Position+1.4M+$72.4M
Allegheny Financial GroupNew Position+639K+$32.1M
Sterling Investment Advisors, Ltd.New Position+414K+$20.8M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+380K+$19.0M
Coastal Bridge Advisors, LLCNew Position+331K+$16.6M
Bleakley Financial Group, LLCNew Position+273K+$13.7M
Evolution Wealth Advisors, LLCNew Position+227K+$11.4M
DAYMARK WEALTH PARTNERS, LLCNew Position+165K+$8.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+170K+$8.0M
Perigon Wealth Management, LLCNew Position+146K+$7.3M
TRUIST FINANCIAL CORPNew Position+120K+$6.0M
Virtu Financial LLCNew Position+99K+$5.0M
WealthPlan Investment Management, LLCNew Position+95K+$4.8M
ARBOR CAPITAL MANAGEMENT INC /ADVNew Position+72K+$3.6M
JONES FINANCIAL COMPANIES LLLPNew Position+52K+$2.0M

JFLX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ASSETMARK, INCDecreased-48K-$34.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-250K-$12.6B
Sunflower Bank, N.A.Decreased-206K-$10.9B
AMERIPRISE FINANCIAL INCDecreased-153K-$10.0B
UBS Group AGDecreased-66K-$4.9B
HighTower Advisors, LLCDecreased-739-$3.2B
OSAIC HOLDINGS, INC.Decreased-24K-$3.0B
MML INVESTORS SERVICES, LLCDecreased-21K-$1.8B
Stratos Wealth Partners, LTD.Decreased-2-$474.0M
RPS ADVISORY SOLUTIONS LLCDecreased-936-$361.4M
Orion Porfolio Solutions, LLCClosed Position-5K-$233.1M
NewEdge Advisors, LLCClosed Position-4K-$216.4M
MORGAN STANLEYDecreased-662-$166.0M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-873-$124.8M
ROYAL BANK OF CANADADecreased-304-$54.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO2,141,404$107.0M0.01%Share
2Glenview Trust Co1,947,618$97.0M1.50%Share
3Provenance Wealth Advisors, LLC1,440,771$72.4M8.02%Share
4ASSETMARK, INC639,591$32.1M0.07%Share
5Allegheny Financial Group638,839$32.1M4.75%Share
6WELLS FARGO & COMPANY/MN654,747$32.0M0.01%Share
7LPL Financial LLC453,245$22.0M0.01%Share
8WELLS FARGO & COMPANY/MN443,893$22.0M0.00%Share
9JPMORGAN CHASE & CO450,696$22.0M0.00%Share
10American Trust431,799$21.0M1.77%Share
11Sterling Investment Advisors, Ltd.413,979$20.8M3.83%Share
12COMMONWEALTH EQUITY SERVICES, LLC380,442$19.0M0.03%Share
13Coastal Bridge Advisors, LLC331,187$16.6M1.24%Share
14JPMORGAN CHASE & CO323,641$16.0M0.00%Share
15RAYMOND JAMES FINANCIAL INC300,985$15.0M0.00%Share
16Bleakley Financial Group, LLC273,058$13.7M0.24%Share
17Cetera Investment Advisers273,145$13.0M0.01%Share
18LWM Advisory Services, LLC257,506$12.9M7.58%Share
19Evolution Wealth Advisors, LLC226,843$11.4M1.15%Share
20DAYMARK WEALTH PARTNERS, LLC165,101$8.3M0.26%Share
21ENVESTNET ASSET MANAGEMENT INC169,626$8.0M0.00%Share
22JPMORGAN CHASE & CO166,151$8.0M0.00%Share
23Perigon Wealth Management, LLC145,986$7.3M0.13%Share
24TRUIST FINANCIAL CORP120,486$6.0M0.01%Share
25Virtu Financial LLC99,391$5.0M0.19%Share
26WealthPlan Investment Management, LLC94,882$4.8M0.30%Share
27Rockefeller Capital Management L.P.84,902$4.0M0.01%Share
28ARBOR CAPITAL MANAGEMENT INC /ADV71,686$3.6M3.02%Share
29HighTower Advisors, LLC63,832$3.0M0.00%Share
30Focus Partners Wealth74,629$3.0M0.00%Share
31JANE STREET GROUP, LLC41,128$2.0M0.00%Share
32Glenview Trust Co49,742$2.0M0.03%Share
33JONES FINANCIAL COMPANIES LLLP51,801$2.0M0.00%Share
34AMERIPRISE FINANCIAL INC46,357$2.0M0.00%Share
35JPMORGAN CHASE & CO55,032$2.0M0.00%Share
36UBS Group AG31,609$1.6M0.00%Share
37Sanctuary Advisors, LLC31,104$1.6M0.01%Share
38CHOREO, LLC28,044$1.4M0.02%Share
39Simplicity Wealth,LLC27,615$1.4M0.08%Share
40Bluesphere Advisors LLC25,524$1.3M0.57%Share
41Klingman & Associates, LLC23,816$1.2M0.06%Share
42GOLDMAN SACHS GROUP INC32,492$1.0M0.00%Share
43OSAIC HOLDINGS, INC.35,005$1.0M0.00%Share
44Private Advisor Group, LLC24,981$1.0M0.00%Share
45Sunflower Bank, N.A.11,461$575K0.14%Share
46PATTON ALBERTSON MILLER GROUP, LLC10,697$537K0.06%Share
47WealthPLAN Partners, LLC9,516$477K0.07%Share
48Stratos Wealth Partners, LTD.9,447$474K0.01%Share
49Balefire, LLC9,447$474K0.09%Share
50L. Roy Papp & Associates, LLP9,259$464K0.05%Share

JFLX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202574$686.3M+36
Q3 202538$427.5B—

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As of Q4 2025, 50 institutional investors hold JFLX (JPMorgan Flexible Debt ETF). The largest holder is JPMORGAN CHASE & CO with $107.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own JFLX?

As of Q4 2025, 50 institutional investors report holding JFLX (JPMorgan Flexible Debt ETF) in their 13F filings.

Who is the largest institutional holder of JFLX?

The largest institutional holder of JFLX is JPMORGAN CHASE & CO with $107.0M in shares.

Is institutional ownership of JFLX increasing or decreasing?

This quarter, 15 institutions opened new positions in JFLX and 2 closed their positions.