JPMORGAN FLEXIBLE DEBT ETF (JFLX) Institutional Shareholders
JPMORGAN FLEXIBLE DEBT ETF (JFLX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $860.68M in JFLX holdings during the latest filing period.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JFLX tracked by InsiderSet, reporting ownership valued at approximately $159.91M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $156.58M, representing an estimated loss of -2.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed JFLX value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Glenview Trust Co, Provenance Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in JPMORGAN FLEXIBLE DEBT ETF (JFLX).
This page ranks the largest institutional JFLX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
86
Total Reported Value
$860.68M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$159.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.01% | 3,174,103 | $159,911,350 | $156,578,818 | -$3,332,532 | -2.08% | |
| Glenview Trust Co | 1.49% | 2,137,759 | $107,743,053 | $105,455,865 | -$2,287,188 | -2.12% | |
| Provenance Wealth Advisors, Llc | 6.96% | 1,449,324 | $73,045,914 | $71,495,298 | -$1,550,616 | -2.12% | |
| Wells Fargo & Company/Mn | 0.01% | 1,375,502 | $69,325,294 | $67,853,651 | -$1,471,643 | -2.12% | |
| Pinnacle Financial Partners, Inc. | 0.30% | 862,473 | $43,468,635 | $42,545,879 | -$922,756 | -2.12% | |
| Allegheny Financial Group | 3.76% | 702,054 | $35,383,566 | $34,632,394 | -$751,172 | -2.12% | |
| Assetmark, Inc | 0.05% | 619,515 | $31,223,535 | $30,560,737 | -$662,798 | -2.12% | |
| Commonwealth Equity Services, Llc | 0.04% | 562,838 | $28,367,060 | $27,764,855 | -$602,205 | -2.12% | |
| Lpl Financial Llc | 0.01% | 479,555 | $24,169,552 | $23,656,496 | -$513,056 | -2.12% | |
| American Trust | 1.78% | 457,456 | $23,055,801 | $22,566,350 | -$489,451 | -2.12% | |
| Sterling Investment Advisors, Ltd. | 3.81% | 452,085 | $22,785,093 | $22,301,398 | -$483,695 | -2.12% | |
| Raymond James Financial Inc | 0.01% | 431,294 | $21,737,215 | $21,275,776 | -$461,439 | -2.12% | |
| Spartan Wealth Advisory Services Llc | 1.77% | 429,039 | $21,623,552 | $21,164,537 | -$459,015 | -2.12% | |
| Arq Wealth Advisors, Llc | 2.39% | 386,223 | $19,280,253 | $19,052,419 | -$227,834 | -1.18% | |
| Coastal Bridge Advisors, Llc | 1.10% | 354,302 | $17,856,854 | $17,477,753 | -$379,101 | -2.12% | |
| Cetera Investment Advisers | 0.01% | 275,423 | $13,881,335 | $13,586,644 | -$294,691 | -2.12% | |
| Bleakley Financial Group, Llc | 0.17% | 261,497 | $13,179,468 | $12,899,673 | -$279,795 | -2.12% | |
| Wealthplan Investment Management, Llc | 0.65% | 260,215 | $13,114,818 | $12,836,432 | -$278,386 | -2.12% | |
| Evolution Wealth Advisors, Llc | 1.32% | 223,817 | $11,280,378 | $11,040,915 | -$239,463 | -2.12% | |
| Daymark Wealth Partners, Llc | 0.23% | 188,632 | $9,507,037 | $9,305,235 | -$201,802 | -2.12% | |
| Ameriprise Financial Inc | 0.00% | 173,978 | $8,742,251 | $8,582,352 | -$159,899 | -1.83% | |
| Perigon Wealth Management, Llc | 0.14% | 172,635 | $8,700,785 | $8,516,102 | -$184,683 | -2.12% | |
| Envestnet Asset Management Inc | 0.00% | 146,466 | $7,381,868 | $7,225,182 | -$156,686 | -2.12% | |
| Royal Bank Of Canada | 0.00% | 128,936 | $6,499,000 | $6,360,426 | -$138,574 | -2.13% | |
| Truist Financial Corp | 0.01% | 112,135 | $5,651,622 | $5,531,631 | -$119,991 | -2.12% | |
| Rockefeller Capital Management L.P. | 0.01% | 103,738 | $5,228,395 | $5,117,406 | -$110,989 | -2.12% | |
| National Philanthropic Trust | 0.07% | 94,147 | $4,745,009 | $4,644,281 | -$100,728 | -2.12% | |
| Greenwich Wealth Management Llc | 0.15% | 81,112 | $4,088,000 | $4,001,263 | -$86,737 | -2.12% | |
| Kintra Wealth, Llc | 0.21% | 79,551 | $3,975,976 | $3,924,259 | -$51,717 | -1.30% | |
| Goldman Sachs Group Inc | 0.00% | 75,566 | $3,808,526 | $3,727,678 | -$80,848 | -2.12% | |
| Focus Partners Wealth | 0.00% | 71,497 | $3,603,449 | $3,526,954 | -$76,495 | -2.12% | |
| Citadel Advisors Llc | 0.00% | 67,049 | $3,379,270 | $3,307,534 | -$71,736 | -2.12% | |
| Arbor Capital Management Inc | 3.21% | 65,024 | $3,258,201 | $3,207,640 | -$50,561 | -1.55% | |
| Wealthplan Partners, Llc | 0.60% | 62,682 | $3,159,180 | $3,092,109 | -$67,071 | -2.12% | |
| Jones Financial Companies Lllp | 0.00% | 59,114 | $2,978,163 | $2,916,100 | -$62,063 | -2.08% | |
| Sanctuary Advisors, Llc | 0.01% | 35,317 | $1,779,996 | $1,742,191 | -$37,805 | -2.12% | |
| Osaic Holdings, Inc. | 0.00% | 34,308 | $1,729,177 | $1,692,417 | -$36,760 | -2.13% | |
| Private Advisor Group, Llc | 0.01% | 30,727 | $1,548,654 | $1,515,766 | -$32,888 | -2.12% | |
| Ubs Group Ag | 0.00% | 30,663 | $1,545,415 | $1,512,609 | -$32,806 | -2.12% | |
| Simplicity Wealth,Llc | 0.08% | 29,724 | $1,476,395 | $1,466,288 | -$10,107 | -0.68% | |
| Oak Barrel Wealth Advisory Llc | 0.64% | 28,953 | $1,459,243 | $1,428,254 | -$30,989 | -2.12% | |
| Choreo, Llc | 0.02% | 27,957 | $1,409,033 | $1,379,122 | -$29,911 | -2.12% | |
| Bluesphere Advisors Llc | 0.41% | 26,166 | $1,318,766 | $1,290,771 | -$27,995 | -2.12% | |
| Klingman & Associates, Llc | 0.05% | 25,367 | $1,278,497 | $1,251,357 | -$27,140 | -2.12% | |
| Arwa Llc | 0.50% | 24,210 | $1,212,456 | $1,194,282 | -$18,174 | -1.50% | |
| Modern Wealth Management, Llc | 0.01% | 22,395 | $1,128,708 | $1,104,748 | -$23,960 | -2.12% | |
| Cedar Mountain Advisors, Llc | 0.18% | 20,383 | $1,027,303 | $1,005,495 | -$21,808 | -2.12% | |
| Krilogy Financial Llc | 0.03% | 17,650 | $889,560 | $870,676 | -$18,884 | -2.12% | |
| Certified Advisory Corp | 0.07% | 17,534 | $883,734 | $864,954 | -$18,780 | -2.13% | |
| Patton Albertson Miller Group, Llc | 0.06% | 11,020 | $555,408 | $543,618 | -$11,790 | -2.12% |
Frequently asked questions about JFLX
Who owns the most JFLX stock?
The largest holders of JFLX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN FLEXIBLE DEBT ETF (JFLX).
Is JFLX widely held by superinvestors?
Many widely followed stocks like JFLX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JFLX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.