JPMORGAN FLEXIBLE DEBT ETF (JFLX) Institutional Ownership Changes & 13F Activity
JPMORGAN FLEXIBLE DEBT ETF (JFLX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Ameriprise Financial Inc, Modern Wealth Management, Llc, Morgan Stanley, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +9,303 | +16.1% | 67,049 | $3.38M | Q2 2026 | Sep 02, 2026 |
| Glenview Trust Co | Buy | +42,929 | +2.0% | 2,137,759 | $107.74M | Q2 2026 | Aug 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +16,902 | +5.0% | 354,302 | $17.86M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +173,978 | — | 173,978 | $8.74M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -159,229 | -87.7% | 22,395 | $1.13M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +109,454 | +8.6% | 1,375,502 | $69.33M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +79,551 | — | 79,551 | $3.98M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +78,256 | +22.2% | 431,294 | $21.74M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +75,566 | — | 75,566 | $3.81M | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +51,489 | +6.3% | 862,473 | $43.47M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +32,863 | +34.2% | 128,936 | $6.50M | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | Sell | -24,086 | -20.4% | 94,147 | $4.75M | Q2 2026 | Aug 14, 2026 |
| American Trust | Buy | +7,385 | +1.6% | 457,456 | $23.06M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +6,900 | +25.2% | 34,308 | $1.73M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -1,366 | -2.3% | 59,114 | $2.98M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -146,434 | -98.2% | 2,644 | $133.26K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +22,786 | +289.3% | 30,663 | $1.55M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +11,939 | +13.0% | 103,738 | $5.23M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -857 | -2.4% | 35,317 | $1.78M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +3,174,103 | — | 3,174,103 | $159.91M | Q2 2026 | Aug 12, 2026 |
| Greenwich Wealth Management Llc | Buy | +27,767 | +52.1% | 81,112 | $4.09M | Q2 2026 | Aug 12, 2026 |
| Bessemer Group Inc | Buy | +7,800 | — | 7,800 | $393.00K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +5,575 | — | 5,575 | $280.98K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +1,533 | — | 1,533 | $77.26K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -1,217 | -1.7% | 71,497 | $3.60M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -1,101 | -0.4% | 275,423 | $13.88M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +652 | — | 652 | $32.88K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +1,715 | +18.5% | 10,962 | $552.49K | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, Llc | Buy | +50 | +1.2% | 4,215 | $212.46K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +35,956 | +8.1% | 479,555 | $24.17M | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about JFLX activity
Which institutional owners are buying JFLX?
Institutional owners buying JFLX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JFLX activity?
"Buy" means an investor increased their reported position in JFLX compared to the prior reporting period. This reflects growing exposure to JPMORGAN FLEXIBLE DEBT ETF (JFLX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JFLX increasing?
Institutional interest in JFLX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.