JFLX Institutional Ownership & Shareholders
JPMORGAN FLEXIBLE DEBT ETF (JFLX) is currently held by 91 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $878.42M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $155.56M, representing an estimated loss of -2.72% 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
91
Total Reported Value
$878.42M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$159.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
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 | $155,560,884 | -$4,350,466 | -2.72% | |
| Glenview Trust Co | 1.47% | 2,232,142 | $109,040,136 | $109,395,940 | +$355,804 | +0.33% | |
| Provenance Wealth Advisors, Llc | 4.71% | 1,635,775 | $79,907,628 | $80,168,351 | +$260,723 | +0.33% | |
| Wells Fargo & Company/Mn | 0.01% | 1,375,502 | $69,325,294 | $67,412,528 | -$1,912,766 | -2.76% | |
| Pinnacle Financial Partners, Inc. | 0.30% | 862,473 | $43,468,635 | $42,269,284 | -$1,199,351 | -2.76% | |
| Allegheny Financial Group | 3.76% | 702,054 | $35,383,566 | $34,407,245 | -$976,321 | -2.76% | |
| Assetmark, Inc | 0.05% | 617,873 | $30,183,099 | $30,281,585 | +$98,486 | +0.33% | |
| Commonwealth Equity Services, Llc | 0.04% | 597,917 | $29,208,240 | $29,303,553 | +$95,313 | +0.33% | |
| Lpl Financial Llc | 0.01% | 479,555 | $24,169,552 | $23,502,703 | -$666,849 | -2.76% | |
| Sterling Investment Advisors, Ltd. | 3.92% | 486,133 | $23,747,580 | $23,825,087 | +$77,507 | +0.33% | |
| American Trust | 1.78% | 457,456 | $23,055,801 | $22,419,644 | -$636,157 | -2.76% | |
| Raymond James Financial Inc | 0.01% | 431,294 | $21,737,215 | $21,137,460 | -$599,755 | -2.76% | |
| Spartan Wealth Advisory Services Llc | 1.77% | 429,039 | $21,623,552 | $21,026,944 | -$596,608 | -2.76% | |
| Arq Wealth Advisors, Llc | 2.40% | 409,673 | $20,012,539 | $20,077,828 | +$65,289 | +0.33% | |
| Wealthplan Investment Management, Llc | 0.88% | 372,462 | $18,194,764 | $18,254,139 | +$59,375 | +0.33% | |
| Coastal Bridge Advisors, Llc | 1.10% | 354,302 | $17,856,854 | $17,364,128 | -$492,726 | -2.76% | |
| Cetera Investment Advisers | 0.01% | 275,423 | $13,881,335 | $13,498,316 | -$383,019 | -2.76% | |
| Bleakley Financial Group, Llc | 0.17% | 261,497 | $13,179,468 | $12,815,811 | -$363,657 | -2.76% | |
| Evolution Wealth Advisors, Llc | 1.14% | 223,521 | $10,919,009 | $10,954,630 | +$35,621 | +0.33% | |
| Daymark Wealth Partners, Llc | 0.23% | 188,632 | $9,507,037 | $9,244,741 | -$262,296 | -2.76% | |
| Ameriprise Financial Inc | 0.00% | 173,978 | $8,742,251 | $8,526,557 | -$215,694 | -2.47% | |
| Perigon Wealth Management, Llc | 0.13% | 171,023 | $8,354,487 | $8,381,735 | +$27,248 | +0.33% | |
| Envestnet Asset Management Inc | 0.00% | 146,466 | $7,381,868 | $7,178,211 | -$203,657 | -2.76% | |
| Royal Bank Of Canada | 0.00% | 128,936 | $6,499,000 | $6,319,076 | -$179,924 | -2.77% | |
| Truist Financial Corp | 0.01% | 108,975 | $5,323,429 | $5,340,799 | +$17,370 | +0.33% | |
| Rockefeller Capital Management L.P. | 0.01% | 103,738 | $5,228,395 | $5,084,137 | -$144,258 | -2.76% | |
| Gen Financial Management, Inc. | 2.65% | 100,398 | $4,904,457 | $4,920,446 | +$15,989 | +0.33% | |
| National Philanthropic Trust | 0.07% | 94,147 | $4,745,009 | $4,614,088 | -$130,921 | -2.76% | |
| Kintra Wealth, Llc | 0.21% | 79,551 | $3,975,976 | $3,898,747 | -$77,229 | -1.94% | |
| Wealthplan Partners, Llc | 0.71% | 79,418 | $3,879,562 | $3,892,229 | +$12,667 | +0.33% | |
| Goldman Sachs Group Inc | 0.00% | 75,566 | $3,808,526 | $3,703,444 | -$105,082 | -2.76% | |
| Focus Partners Wealth | 0.00% | 71,497 | $3,603,449 | $3,504,025 | -$99,424 | -2.76% | |
| Citadel Advisors Llc | 0.00% | 67,049 | $3,379,270 | $3,286,031 | -$93,239 | -2.76% | |
| Cedar Mountain Advisors, Llc | 0.56% | 67,283 | $3,286,774 | $3,297,499 | +$10,725 | +0.33% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 62,469 | $3,055,372 | $3,061,568 | +$6,196 | +0.20% | |
| Jones Financial Companies Lllp | 0.00% | 59,114 | $2,978,163 | $2,897,142 | -$81,021 | -2.72% | |
| Simplicity Wealth,Llc | 0.05% | 37,467 | $1,830,260 | $1,836,235 | +$5,975 | +0.33% | |
| Sanctuary Advisors, Llc | 0.01% | 35,317 | $1,779,996 | $1,730,865 | -$49,131 | -2.76% | |
| Osaic Holdings, Inc. | 0.00% | 34,308 | $1,729,177 | $1,681,414 | -$47,763 | -2.76% | |
| Private Advisor Group, Llc | 0.01% | 30,727 | $1,548,654 | $1,505,912 | -$42,742 | -2.76% | |
| Ubs Group Ag | 0.00% | 30,663 | $1,545,415 | $1,502,775 | -$42,640 | -2.76% | |
| Oak Barrel Wealth Advisory Llc | 0.64% | 28,953 | $1,459,243 | $1,418,969 | -$40,274 | -2.76% | |
| Choreo, Llc | 0.01% | 28,055 | $1,370,487 | $1,374,959 | +$4,472 | +0.33% | |
| Bluesphere Advisors Llc | 0.40% | 26,429 | $1,291,068 | $1,295,269 | +$4,201 | +0.33% | |
| Klingman & Associates, Llc | 0.05% | 25,367 | $1,239,178 | $1,243,221 | +$4,043 | +0.33% | |
| Arwa Llc | 0.43% | 23,896 | $1,167,073 | $1,171,129 | +$4,056 | +0.35% | |
| Modern Wealth Management, Llc | 0.01% | 22,395 | $1,128,708 | $1,097,566 | -$31,142 | -2.76% | |
| Krilogy Financial Llc | 0.03% | 20,565 | $1,005,629 | $1,007,878 | +$2,249 | +0.22% | |
| Certified Advisory Corp | 0.07% | 16,013 | $782,234 | $784,788 | +$2,554 | +0.33% | |
| Patton Albertson Miller Group, Llc | 0.06% | 11,524 | $562,947 | $564,784 | +$1,837 | +0.33% |
Frequently asked questions about JFLX
Who are the largest institutional holders of JFLX?
The largest institutional holders of JFLX reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Glenview Trust Co, Provenance Wealth Advisors, Llc, Wells Fargo & Company/Mn, and Pinnacle Financial Partners, Inc.. InsiderSet ranks institutional holders by their latest reported JFLX position.
What is JFLX institutional ownership?
This page tracks JFLX positions reported by institutional investment managers through SEC Form 13F. JPMORGAN FLEXIBLE DEBT ETF (JFLX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JFLX?
InsiderSet currently tracks 91 institutional managers reporting JFLX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JFLX shareholders.
How much JFLX stock do institutions own?
Institutional investment managers disclosed approximately $878.42M in JFLX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JFLX institutional ownership last updated?
The latest JFLX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JFLX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JFLX position after the reporting date.
Are institutions buying or selling JFLX?
Institutional buying and selling can be analyzed by comparing JFLX positions across consecutive 13F reporting periods. InsiderSet's JFLX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JFLX ownership changes.
How has JFLX institutional ownership changed over time?
InsiderSet tracks JFLX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.