JPMORGAN FLEXIBLE DEBT ETF JFLX
$50.20
+0.0% 52w: $48.49 – $50.23
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data48.4949.3650.23
Sep 29, 2025 Jul 2, 2026
Institutional holders
79
+0 QoQ
13F value
$807.6M
+6.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JFLX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 3.0M | $149.9M | 0.0% | -3.5% |
| Glenview Trust Co | Other | 2.1M | $104.1M | 1.6% | +4.9% |
| Provenance Wealth Advisors, LLC | Wealth advisor | 1.4M | $70.8M | 7.5% | -1.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.3M | $62.9M | 0.0% | +14.9% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 811.0K | $40.3M | 0.3% | +5.6% |
| Allegheny Financial Group | Wealth advisor | 697.9K | $34.7M | 4.7% | +9.2% |
| ASSETMARK, INC | Wealth advisor | 630.3K | $31.3M | 0.1% | -1.5% |
| American Trust | Wealth advisor | 450.1K | $22.4M | 2.0% | +4.2% |
| LPL Financial LLC | Bank broker | 443.6K | $22.0M | 0.0% | -2.1% |
| Sterling Investment Advisors, Ltd. | Other | 433.5K | $21.5M | 3.9% | +4.7% |
| Spartan Wealth Advisory Services LLC | Other | 421.5K | $20.9M | 1.8% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 393.0K | $19.5M | 0.0% | +3.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 353.0K | $17.5M | 0.0% | +12.1% |
| Coastal Bridge Advisors, LLC | Other | 337.4K | $16.8M | 1.2% | +1.9% |
| Cetera Investment Advisers | Wealth advisor | 276.5K | $13.7M | 0.0% | +1.2% |
| Bleakley Financial Group, LLC | Wealth advisor | 256.9K | $12.8M | 0.2% | -5.9% |
| Evolution Wealth Advisors, LLC | Wealth advisor | 228.4K | $11.3M | 1.2% | +0.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 207.1K | $10.3M | 0.0% | +344.2% |
| WealthPlan Investment Management, LLC | Wealth advisor | 197.2K | $9.8M | 0.5% | +107.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 191.3K | $9.5M | 0.0% | -23.7% |
| Modern Wealth Management, LLC | Wealth advisor | 181.6K | $9.0M | 0.2% | New |
| DAYMARK WEALTH PARTNERS, LLC | Other | 179.9K | $8.9M | 0.3% | +8.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 166.8K | $8.3M | 0.0% | -1.7% |
| Perigon Wealth Management, LLC | Wealth advisor | 152.3K | $7.6M | 0.1% | +4.4% |
| MORGAN STANLEY | Bank broker | 149.1K | $7.4M | 0.0% | +5538.4% |
| National Philanthropic Trust | Other | 118.2K | $5.9M | 0.1% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 111.9K | $5.6M | 0.0% | -7.1% |
| ROYAL BANK OF CANADA | Bank broker | 96.1K | $4.8M | 0.0% | +12248.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 91.8K | $4.6M | 0.0% | +8.1% |
| LWM Advisory Services, LLC | Wealth advisor | 79.1K | $3.9M | 4.2% | -69.3% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | Other | 72.5K | $3.6M | 3.0% | +1.1% |
| Focus Partners Wealth | Wealth advisor | 72.7K | $3.6M | 0.0% | -2.6% |
| HighTower Advisors, LLC | Diversified mechanical | 62.5K | $3.1M | 0.0% | -2.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 60.5K | $3.0M | 0.0% | +16.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 57.7K | $2.9M | 0.0% | New |
| Greenwich Wealth Management LLC | Other | 53.3K | $2.6M | 0.1% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 36.2K | $1.8M | 0.0% | +16.3% |
| JANE STREET GROUP, LLC | Market maker | 33.3K | $1.7M | 0.0% | -19.1% |
| Simplicity Wealth,LLC | Wealth advisor | 29.7K | $1.5M | 0.1% | +7.6% |
| Private Advisor Group, LLC | Wealth advisor | 28.3K | $1.4M | 0.0% | +13.3% |
| CHOREO, LLC | Wealth advisor | 28.0K | $1.4M | 0.0% | -0.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 27.4K | $1.4M | 0.0% | -21.7% |
| Bluesphere Advisors LLC | Wealth advisor | 25.9K | $1.3M | 0.5% | +1.3% |
| Klingman & Associates, LLC | Wealth advisor | 25.7K | $1.3M | 0.1% | +8.0% |
| WealthPLAN Partners, LLC | Wealth advisor | 22.2K | $1.1M | 0.2% | +131.6% |
| ARWA LLC | Wealth advisor | 20.3K | $1.0M | 0.5% | +27.2% |
| Certified Advisory Corp | Wealth advisor | 17.7K | $877K | 0.1% | +158.0% |
| PATTON ALBERTSON MILLER GROUP, LLC | Other | 11.5K | $569K | 0.1% | +7.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 10.4K | $516K | 0.0% | -28.8% |
| Balefire, LLC | Wealth advisor | 9.6K | $477K | 0.1% | +1.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.