Who Owns JPMorgan Flexible Debt ETF (JFLX)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$InfinityT
% of Float Held
—
QoQ Change in Holders
+11 / -3
Price History
JFLX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Provenance Wealth Advisors, LLC | New Position | +1.4M | +$72.4B |
| JPMORGAN CHASE & CO | Increased | +801K | +$37.5B |
| Allegheny Financial Group | New Position | +639K | +$32.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +380K | +$19.0B |
| Coastal Bridge Advisors, LLC | New Position | +331K | +$16.6B |
| WealthPlan Investment Management, LLC | New Position | +95K | +$4.8B |
| ARBOR CAPITAL MANAGEMENT INC /ADV | New Position | +72K | +$3.6B |
| Rockefeller Capital Management L.P. | Increased | +57K | +$2.6B |
| JONES FINANCIAL COMPANIES LLLP | New Position | +52K | +$2.0B |
| Simplicity Wealth,LLC | New Position | +28K | +$1.4B |
| Bluesphere Advisors LLC | New Position | +26K | +$1.3B |
| Klingman & Associates, LLC | New Position | +24K | +$1.2B |
| RAYMOND JAMES FINANCIAL INC | Increased | +39K | +$1.1B |
| GOLDMAN SACHS GROUP INC | New Position | +32K | +$1.0B |
| Glenview Trust Co | Increased | +41K | +$756.1M |
JFLX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Decreased | -250K | -$12.6B |
| Sunflower Bank, N.A. | Decreased | -206K | -$10.3B |
| AMERIPRISE FINANCIAL INC | Decreased | -153K | -$8.0B |
| UBS Group AG | Decreased | -66K | -$3.3B |
| HighTower Advisors, LLC | Decreased | -739 | -$3.2B |
| ASSETMARK, INC | Decreased | -48K | -$2.4B |
| OSAIC HOLDINGS, INC. | Decreased | -24K | -$2.0B |
| MML INVESTORS SERVICES, LLC | Decreased | -21K | -$1.8B |
| Orion Porfolio Solutions, LLC | Closed Position | -5K | -$233.1M |
| NewEdge Advisors, LLC | Closed Position | -4K | -$216.4M |
| ROYAL BANK OF CANADA | Decreased | -304 | -$54.0M |
| RPS ADVISORY SOLUTIONS LLC | Decreased | -936 | -$47.7M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Decreased | -873 | -$43.9M |
| Advisory Services Network, LLC | Closed Position | -739 | -$37.1M |
| Stratos Wealth Partners, LTD. | Decreased | -2 | -$522K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 2,141,404 | $107.0B | 0.01% | Share |
| 2 | Glenview Trust Co | 1,947,618 | $97.0B | 1.50% | Share |
| 3 | Provenance Wealth Advisors, LLC | 1,440,771 | $72.4B | 8.02% | Share |
| 4 | ASSETMARK, INC | 639,591 | $32.1B | 0.07% | Share |
| 5 | Allegheny Financial Group | 638,839 | $32.1B | 4.75% | Share |
| 6 | WELLS FARGO & COMPANY/MN | 654,747 | $32.0B | 0.01% | Share |
| 7 | WELLS FARGO & COMPANY/MN | 443,893 | $22.0B | 0.00% | Share |
| 8 | JPMORGAN CHASE & CO | 450,696 | $22.0B | 0.00% | Share |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 380,442 | $19.0B | 0.03% | Share |
| 10 | Coastal Bridge Advisors, LLC | 331,187 | $16.6B | 1.24% | Share |
| 11 | JPMORGAN CHASE & CO | 323,641 | $16.0B | 0.00% | Share |
| 12 | RAYMOND JAMES FINANCIAL INC | 300,985 | $15.0B | 0.00% | Share |
| 13 | LWM Advisory Services, LLC | 257,506 | $12.9B | 7.58% | Share |
| 14 | JPMORGAN CHASE & CO | 166,151 | $8.0B | 0.00% | Share |
| 15 | WealthPlan Investment Management, LLC | 94,882 | $4.8B | 0.30% | Share |
| 16 | Rockefeller Capital Management L.P. | 84,902 | $4.0B | 0.01% | Share |
| 17 | ARBOR CAPITAL MANAGEMENT INC /ADV | 71,686 | $3.6B | 3.02% | Share |
| 18 | Focus Partners Wealth | 74,629 | $3.0B | 0.00% | Share |
| 19 | JONES FINANCIAL COMPANIES LLLP | 51,801 | $2.0B | 0.00% | Share |
| 20 | Glenview Trust Co | 49,742 | $2.0B | 0.03% | Share |
| 21 | JPMORGAN CHASE & CO | 55,032 | $2.0B | 0.00% | Share |
| 22 | AMERIPRISE FINANCIAL INC | 46,357 | $2.0B | 0.00% | Share |
| 23 | UBS Group AG | 31,609 | $1.6B | 0.00% | Share |
| 24 | Simplicity Wealth,LLC | 27,615 | $1.4B | 0.08% | Share |
| 25 | Bluesphere Advisors LLC | 25,524 | $1.3B | 0.57% | Share |
| 26 | Klingman & Associates, LLC | 23,816 | $1.2B | 0.06% | Share |
| 27 | GOLDMAN SACHS GROUP INC | 32,492 | $1.0B | 0.00% | Share |
| 28 | OSAIC HOLDINGS, INC. | 35,005 | $1.0B | 0.00% | Share |
| 29 | Private Advisor Group, LLC | 24,981 | $1.0B | 0.00% | Share |
| 30 | Sunflower Bank, N.A. | 11,461 | $575.0M | 0.14% | Share |
| 31 | Stratos Wealth Partners, LTD. | 9,447 | $474.0M | 0.01% | Share |
| 32 | Balefire, LLC | 9,447 | $474.0M | 0.09% | Share |
| 33 | HARBOUR INVESTMENT MANAGEMENT LLC | 9,096 | $456.0M | 0.24% | Share |
| 34 | OLD MISSION CAPITAL LLC | 8,941 | $449.0M | 0.01% | Share |
| 35 | Stelac Advisory Services LLC | 7,091 | $357.0M | 0.13% | Share |
| 36 | RPS ADVISORY SOLUTIONS LLC | 6,268 | $314.0M | 0.15% | Share |
| 37 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,614 | $81.0M | 0.01% | Share |
| 38 | BankPlus Trust Department | 1,210 | $60.0M | 0.02% | Share |
| 39 | LPL Financial LLC | 453,245 | $22.0M | 0.01% | Share |
| 40 | American Trust | 431,799 | $21.0M | 1.77% | Share |
| 41 | Sterling Investment Advisors, Ltd. | 413,979 | $20.8M | 3.83% | Share |
| 42 | Bleakley Financial Group, LLC | 273,058 | $13.7M | 0.24% | Share |
| 43 | Cetera Investment Advisers | 273,145 | $13.0M | 0.01% | Share |
| 44 | Evolution Wealth Advisors, LLC | 226,843 | $11.4M | 1.15% | Share |
| 45 | DAYMARK WEALTH PARTNERS, LLC | 165,101 | $8.3M | 0.26% | Share |
| 46 | ENVESTNET ASSET MANAGEMENT INC | 169,626 | $8.0M | 0.00% | Share |
| 47 | Perigon Wealth Management, LLC | 145,986 | $7.3M | 0.13% | Share |
| 48 | Sunflower Bank, N.A. | 150 | $7.0M | 0.00% | Share |
| 49 | TRUIST FINANCIAL CORP | 120,486 | $6.0M | 0.01% | Share |
| 50 | Bank & Trust Co | 126 | $6.0M | 0.00% | Share |
JFLX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 74 | $539.3B | +36 |
| Q3 2025 | 38 | $421.8B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold JFLX (JPMorgan Flexible Debt ETF). The largest holder is JPMORGAN CHASE & CO with $107.0B in shares. This quarter, 11 institutions opened new positions and 3 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 $107.0B in shares.
Is institutional ownership of JFLX increasing or decreasing?
This quarter, 11 institutions opened new positions in JFLX and 3 closed their positions.