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JPMorgan Flexible Debt ETF (JFLX)

CUSIP: 46654Q559 | NYSE | 121 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Glenview Trust Co2,232,142
1.5% of portfolio›$109.0M
Provenance Wealth Advisors, LLC1,635,775
4.7% of portfolio›$79.9M
Assetmark, Inc617,873
0.1% of portfolio›$30.2M
Commonwealth Equity Services, LLC597,917
0.0% of portfolio›$29.2M
Sterling Investment Advisors, Ltd.486,133
3.9% of portfolio›$23.7M
ARQ Wealth Advisors, LLC409,673
2.4% of portfolio›$20.0M
WealthPlan Investment Management, LLC372,462
0.9% of portfolio›$18.2M
Evolution Wealth Advisors, LLC223,521
1.1% of portfolio›$10.9M
Daymark Wealth Partners, LLC187,254
0.2% of portfolio›$9.1M
Perigon Wealth Management, LLC171,023
0.1% of portfolio›$8.4M
Truist Financial Corp108,975
0.0% of portfolio›$5.3M
GEN Financial Management, Inc.100,398
2.7% of portfolio›$4.9M
WealthPLAN Partners, LLC79,418
0.7% of portfolio›$3.9M
Cedar Mountain Advisors, LLC67,283
0.6% of portfolio›$3.3M
Wealth Enhancement Advisory Services, LLC62,469
0.0% of portfolio›$3.1M
Simplicity Wealth,LLC37,467
0.1% of portfolio›$1.8M
Oak Barrel Wealth Advisory LLC29,186
0.6% of portfolio›$1.4M
Choreo, LLC28,055
0.0% of portfolio›$1.4M
Bluesphere Advisors LLC26,429
0.4% of portfolio›$1.3M
Klingman & Associates, LLC25,367
0.1% of portfolio›$1.2M
Arwa LLC23,896
0.4% of portfolio›$1.2M
Krilogy Financial LLC20,565
0.0% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.19,027
0.0% of portfolio›$929
Certified Advisory Corp16,013
0.1% of portfolio›$782.2K
Patton Albertson Miller Group, LLC11,524
0.1% of portfolio›$562.9K
Balefire, LLC9,736
0.1% of portfolio›$475.6K
L. Roy Papp & Associates, LLP9,259
0.0% of portfolio›$452.3K
HB Wealth Management, LLC8,885
0.0% of portfolio›$434.0K
KPP Advisory Services LLC8,694
0.1% of portfolio›$424.7K
Fagan Associates, Inc.6,215
0.0% of portfolio›$303.6K
WealthBridge Capital Management, LLC6,099
0.1% of portfolio›$297.9K
Heartwood Wealth Advisors LLC5,303
0.0% of portfolio›$259.1K
Farther Finance Advisors, LLC4,649
0.0% of portfolio›$227.1K
G&S Capital LLC4,208
0.1% of portfolio›$205.6K
Princeton Global Asset Management LLC2,393
0.0% of portfolio›$116.9K
Creative Financial Designs Inc1,671
0.0% of portfolio›$81.6K
Rossby Financial, LCC362
0.0% of portfolio›$17.7K
IFP Advisors, Inc249
0.0% of portfolio›$12.2K
Trust Co162
0.0% of portfolio›$7.9K
Cape Investment Advisory, Inc.160
0.0% of portfolio›$7.8K
Ashton Thomas Private Wealth, LLC147
0.0% of portfolio›$7.2K
Signaturefd, LLC142
0.0% of portfolio›$6.9K
Bank & Trust Co126
0.0% of portfolio›$6.2K
Capital Investment Advisory Services, LLC123
0.0% of portfolio›$6.0K
Bfsg, LLC71
0.0% of portfolio›$3.5K
Hickory Point Bank & Trust67
0.0% of portfolio›$3.3K
Allspring Global Investments Holdings, LLC30
0.0% of portfolio›$1.5K
Richardson Financial Services Inc.19
0.0% of portfolio›$928
StyleTurnoverLocationFiled
Glenview Trust Co
2,232,142$109.0M1.5%GrowthVery LowLouisville, KY2026-10-28
Provenance Wealth Advisors, LLC
1,635,775$79.9M4.7%ETFLowFort Lauderdale, FL2026-10-30
Assetmark, Inc
617,873$30.2M0.1%ETFLowConcord, CA2026-10-21
Commonwealth Equity Services, LLC
597,917$29.2M0.0%ETFLowWaltham, MA2026-11-02
Sterling Investment Advisors, Ltd.
486,133$23.7M3.9%GrowthLowBerwyn, PA2026-10-27
ARQ Wealth Advisors, LLC
409,673$20.0M2.4%ETFLowScottsdale, AZ2026-10-29
WealthPlan Investment Management, LLC
372,462$18.2M0.9%GrowthMediumOmaha, NE2026-10-15
Evolution Wealth Advisors, LLC
223,521$10.9M1.1%ETFLowAventura, FL2026-11-03
Daymark Wealth Partners, LLC
187,254$9.1M0.2%CoreLowCincinnati, OH2026-11-04
Perigon Wealth Management, LLC
171,023$8.4M0.1%GrowthLowSan Francisco, CA2026-10-22
Truist Financial Corp
108,975$5.3M0.0%CoreLowCharlotte, NC2026-10-30
GEN Financial Management, Inc.
100,398$4.9M2.7%ETFLowPlymouth, MN2026-10-13
WealthPLAN Partners, LLC
79,418$3.9M0.7%CoreMediumOmaha, NE2026-10-15
Cedar Mountain Advisors, LLC
67,283$3.3M0.6%ETFVery LowLake Oswego, OR2026-10-15
Wealth Enhancement Advisory Services, LLC
62,469$3.1M0.0%CoreLowPlymouth, MN2026-10-13
Simplicity Wealth,LLC
37,467$1.8M0.1%ETFLowSummit, NJ2026-10-23
Oak Barrel Wealth Advisory LLC
29,186$1.4M0.6%ETFN/AReston, VA2026-11-05
Choreo, LLC
28,055$1.4M0.0%IndexLowRockford, IL2026-10-28
Bluesphere Advisors LLC
26,429$1.3M0.4%ETFLowEast Norriton, PA2026-10-19
Klingman & Associates, LLC
25,367$1.2M0.1%ETFVery LowNew York, NY2026-10-20
Arwa LLC
23,896$1.2M0.4%ETFMediumFort Worth, TX2026-10-21
Krilogy Financial LLC
20,565$1.0M0.0%GrowthLowSt. Louis, MO2026-10-13
Cambridge Investment Research Advisors, Inc.
19,027$9290.0%ETFLowFairfield, IA2026-11-02
Certified Advisory Corp
16,013$782.2K0.1%ETFLowAltamonte Springs, FL2026-10-29
Patton Albertson Miller Group, LLC
11,524$562.9K0.1%CoreLowChattanooga, TN2026-10-26
Balefire, LLC
9,736$475.6K0.1%ETFMediumDallas, TX2026-10-09
L. Roy Papp & Associates, LLP
9,259$452.3K0.0%CoreVery LowPhoenix, AZ2026-10-21
HB Wealth Management, LLC
8,885$434.0K0.0%IndexVery LowAtlanta, GA2026-10-23
KPP Advisory Services LLC
8,694$424.7K0.1%GrowthMediumLouisville, KY2026-10-26
Fagan Associates, Inc.
6,215$303.6K0.0%GrowthLowTroy, NY2026-10-13
WealthBridge Capital Management, LLC
6,099$297.9K0.1%ETFLowWesterville, OH2026-10-16
Heartwood Wealth Advisors LLC
5,303$259.1K0.0%ETFLowRichmond, VA2026-10-05
Farther Finance Advisors, LLC
4,649$227.1K0.0%IndexLowSan Francisco, CA2026-10-08
G&S Capital LLC
4,208$205.6K0.1%CoreMediumDenver, CO2026-10-23
Princeton Global Asset Management LLC
2,393$116.9K0.0%GrowthLowPrinceton, NJ2026-10-21
Creative Financial Designs Inc
1,671$81.6K0.0%ETFMediumKokomo, IN2026-11-04
Rossby Financial, LCC
362$17.7K0.0%ETFMediumMelbourne, FL2026-11-05
IFP Advisors, Inc
249$12.2K0.0%GrowthLowTampa, FL2026-10-16
Trust Co
162$7.9K0.0%ETFVery LowManhattan, KS2026-10-09
Cape Investment Advisory, Inc.
160$7.8K0.0%ETFLowMcdonough, GA2026-10-13
Ashton Thomas Private Wealth, LLC
147$7.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Signaturefd, LLC
142$6.9K0.0%IndexLowAtlanta, GA2026-10-23
Bank & Trust Co
126$6.2K0.0%ValueVery LowLitchfield, IL2026-10-07
Capital Investment Advisory Services, LLC
123$6.0K0.0%CoreMediumRaleigh, NC2026-10-30
Bfsg, LLC
71$3.5K0.0%CoreLowIrvine, CA2026-10-30
Hickory Point Bank & Trust
67$3.3K0.0%CoreVery LowDecatur, IL2026-10-01
Allspring Global Investments Holdings, LLC
30$1.5K0.0%CoreMediumCharlotte, NC2026-11-04
Richardson Financial Services Inc.
19$9280.0%GrowthMediumMedway, MA2026-10-30