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JPMorgan Flexible Debt ETF (JFLX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Glenview Trust Co
INCREASED
Shares2,232,142 from 2,137,759
Change+94,383 (+4%)
Value$109.0M (+$1.3M)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
INCREASED
Shares1,635,775 from 1,449,324
Change+186,451 (+13%)
Value$79.9M (+$6.9M)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares1,077,557 from 479,555
Change+598,002 (+125%)
Value$52.6M (+$28.5M)
Filed 2026-11-06
Allegheny Financial Group
INCREASED
Shares760,255 from 702,054
Change+58,201 (+8%)
Value$37.1M (+$1.8M)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares617,873 from 619,515
Change-1,642 (0%)
Value$30.2M (-$1.0M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares597,917 from 562,838
Change+35,079 (+6%)
Value$29.2M (+$841.2K)
Filed 2026-11-02
Sterling Investment Advisors, Ltd.
INCREASED
Shares486,133 from 452,085
Change+34,048 (+8%)
Value$23.7M (+$962.5K)
Filed 2026-10-27
ARQ Wealth Advisors, LLC
INCREASED
Shares409,673 from 386,223
Change+23,450 (+6%)
Value$20.0M (+$732.3K)
Filed 2026-10-29
WealthPlan Investment Management, LLC
INCREASED
Shares372,462 from 260,215
Change+112,247 (+43%)
Value$18.2M (+$5.1M)
Filed 2026-10-15
Evolution Wealth Advisors, LLC
DECREASED
Shares223,521 from 223,817
Change-296 (0%)
Value$10.9M (-$361.4K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
DECREASED
Shares187,254 from 188,632
Change-1,378 (-1%)
Value$9.1M (-$359.7K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares171,023 from 172,635
Change-1,612 (-1%)
Value$8.4M (-$346.3K)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares108,975 from 112,135
Change-3,160 (-3%)
Value$5.3M (-$328.2K)
Filed 2026-10-30
GEN Financial Management, Inc.
INCREASED
Shares100,398 from 8,448
Change+91,950 (+1088%)
Value$4.9M (+$4.5M)
Filed 2026-10-13
WealthPLAN Partners, LLC
INCREASED
Shares79,418 from 62,682
Change+16,736 (+27%)
Value$3.9M (+$720.4K)
Filed 2026-10-15
Savant Capital, LLC
NEW
Shares73,890
Change+73,890
Value$3.6M
Filed 2026-11-06
Cedar Mountain Advisors, LLC
INCREASED
Shares67,283 from 20,383
Change+46,900 (+230%)
Value$3.3M (+$2.3M)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
NEW
Shares62,469
Change+62,469
Value$3.1M
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares37,467 from 33,250
Change+4,217 (+13%)
Value$1.8M (+$154.5K)
Filed 2026-10-23
Oak Barrel Wealth Advisory LLC
INCREASED
Shares29,186 from 28,953
Change+233 (+1%)
Value$1.4M (-$33.5K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares28,055 from 27,957
Change+98 (+0%)
Value$1.4M (-$38.5K)
Filed 2026-10-28
Bluesphere Advisors LLC
INCREASED
Shares26,429 from 26,166
Change+263 (+1%)
Value$1.3M (-$27.7K)
Filed 2026-10-19
Klingman & Associates, LLC
UNCHANGED
Shares25,367 from 25,367
Change0 (0%)
Value$1.2M (-$39.3K)
Filed 2026-10-20
Arwa LLC
DECREASED
Shares23,896 from 24,210
Change-314 (-1%)
Value$1.2M (-$45.4K)
Filed 2026-10-21
Welch Financial Planning, LLC
NEW
Shares23,813
Change+23,813
Value$1.2M
Filed 2026-11-06
Krilogy Financial LLC
INCREASED
Shares20,565 from 17,650
Change+2,915 (+17%)
Value$1.0M (+$116.1K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares19,027 from 11,512
Change+7,515 (+65%)
Value$929 (-$579.1K)
Filed 2026-11-02
Certified Advisory Corp
DECREASED
Shares16,013 from 17,534
Change-1,521 (-9%)
Value$782.2K (-$101.5K)
Filed 2026-10-29
Patton Albertson Miller Group, LLC
INCREASED
Shares11,524 from 11,020
Change+504 (+5%)
Value$562.9K (+$7.5K)
Filed 2026-10-26
Balefire, LLC
INCREASED
Shares9,736 from 9,550
Change+186 (+2%)
Value$475.6K (-$5.7K)
Filed 2026-10-09
L. Roy Papp & Associates, LLP
UNCHANGED
Shares9,259 from 9,259
Change0 (0%)
Value$452.3K (-$14.4K)
Filed 2026-10-21
HB Wealth Management, LLC
UNCHANGED
Shares8,885 from 8,885
Change0 (0%)
Value$434.0K (-$13.8K)
Filed 2026-10-23
KPP Advisory Services LLC
NEW
Shares8,694
Change+8,694
Value$424.7K
Filed 2026-10-26
Fagan Associates, Inc.
UNCHANGED
Shares6,215 from 6,215
Change0 (0%)
Value$303.6K (-$9.6K)
Filed 2026-10-13
WealthBridge Capital Management, LLC
NEW
Shares6,099
Change+6,099
Value$297.9K
Filed 2026-10-16
Heartwood Wealth Advisors LLC
NEW
Shares5,303
Change+5,303
Value$259.1K
Filed 2026-10-05
Farther Finance Advisors, LLC
DECREASED
Shares4,649 from 7,284
Change-2,635 (-36%)
Value$227.1K (-$140.0K)
Filed 2026-10-08
G&S Capital LLC
NEW
Shares4,208
Change+4,208
Value$205.6K
Filed 2026-10-23
Princeton Global Asset Management LLC
INCREASED
Shares2,393 from 2,385
Change+8 (+0%)
Value$116.9K (-$3.3K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares1,671 from 1,654
Change+17 (+1%)
Value$81.6K (-$1.8K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares837 from 82
Change+755 (+921%)
Value$40.9K (+$36.8K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares362 from 182
Change+180 (+99%)
Value$17.7K (+$8.5K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$12.2K (-$386)
Filed 2026-10-16
Trust Co
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$7.9K (-$250)
Filed 2026-10-09
Cape Investment Advisory, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$7.8K (-$248)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$7.2K (-$228)
Filed 2026-11-03
Signaturefd, LLC
NEW
Shares142
Change+142
Value$6.9K
Filed 2026-10-23
Bank & Trust Co
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$6.2K (-$195)
Filed 2026-10-07
Capital Investment Advisory Services, LLC
NEW
Shares123
Change+123
Value$6.0K
Filed 2026-10-30
Bfsg, LLC
NEW
Shares71
Change+71
Value$3.5K
Filed 2026-10-30
Hickory Point Bank & Trust
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$3.3K (-$104)
Filed 2026-10-01
Allspring Global Investments Holdings, LLC
NEW
Shares30
Change+30
Value$1.5K
Filed 2026-11-04
Richardson Financial Services Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$928 (-$30)
Filed 2026-10-30
Arbor Capital Management Inc
CLOSED
Shares0 from 65,024
Change-65,024 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-21
Tower Trust & Investment Co
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-28
CoreCap Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$50)
Filed 2026-10-08
JPMorgan Chase & Co
N/A
Shares— from 3,174,103
Change-3,174,103 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,375,502
Change-1,375,502 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 862,473
Change-862,473 (-100%)
Value—
American Trust
N/A
Shares— from 457,456
Change-457,456 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 431,294
Change-431,294 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 429,039
Change-429,039 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 354,302
Change-354,302 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 275,423
Change-275,423 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 261,497
Change-261,497 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 204,250
Change-204,250 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 173,978
Change-173,978 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 146,466
Change-146,466 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 128,936
Change-128,936 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 103,738
Change-103,738 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 94,147
Change-94,147 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 81,112
Change-81,112 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 79,551
Change-79,551 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 75,566
Change-75,566 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 71,497
Change-71,497 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 67,049
Change-67,049 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 59,114
Change-59,114 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 35,317
Change-35,317 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 34,308
Change-34,308 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 30,727
Change-30,727 (-100%)
Value—
UBS Group AG
N/A
Shares— from 30,663
Change-30,663 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 27,436
Change-27,436 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 22,395
Change-22,395 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,962
Change-10,962 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 9,325
Change-9,325 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,817
Change-7,817 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 6,164
Change-6,164 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Status
Glenview Trust Co
INCREASED2,232,1422,137,759+94,383+4%$107.7M$109.0M+$1.3M2026-10-28
Provenance Wealth Advisors, LLC
INCREASED1,635,7751,449,324+186,451+13%$73.0M$79.9M+$6.9M2026-10-30
LPL Financial LLC
INCREASED1,077,557479,555+598,002+125%$24.2M$52.6M+$28.5M2026-11-06
Allegheny Financial Group
INCREASED760,255702,054+58,201+8%$35.4M$37.1M+$1.8M2026-11-05
Assetmark, Inc
DECREASED617,873619,515-1,6420%$31.2M$30.2M-$1.0M2026-10-21
Commonwealth Equity Services, LLC
INCREASED597,917562,838+35,079+6%$28.4M$29.2M+$841.2K2026-11-02
Sterling Investment Advisors, Ltd.
INCREASED486,133452,085+34,048+8%$22.8M$23.7M+$962.5K2026-10-27
ARQ Wealth Advisors, LLC
INCREASED409,673386,223+23,450+6%$19.3M$20.0M+$732.3K2026-10-29
WealthPlan Investment Management, LLC
INCREASED372,462260,215+112,247+43%$13.1M$18.2M+$5.1M2026-10-15
Evolution Wealth Advisors, LLC
DECREASED223,521223,817-2960%$11.3M$10.9M-$361.4K2026-11-03
Daymark Wealth Partners, LLC
DECREASED187,254188,632-1,378-1%$9.5M$9.1M-$359.7K2026-11-04
Perigon Wealth Management, LLC
DECREASED171,023172,635-1,612-1%$8.7M$8.4M-$346.3K2026-10-22
Truist Financial Corp
DECREASED108,975112,135-3,160-3%$5.7M$5.3M-$328.2K2026-10-30
GEN Financial Management, Inc.
INCREASED100,3988,448+91,950+1088%$425.8K$4.9M+$4.5M2026-10-13
WealthPLAN Partners, LLC
INCREASED79,41862,682+16,736+27%$3.2M$3.9M+$720.4K2026-10-15
Savant Capital, LLC
NEW73,890—+73,890——$3.6M—2026-11-06
Cedar Mountain Advisors, LLC
INCREASED67,28320,383+46,900+230%$1.0M$3.3M+$2.3M2026-10-15
Wealth Enhancement Advisory Services, LLC
NEW62,469—+62,469——$3.1M—2026-10-13
Simplicity Wealth,LLC
INCREASED37,46733,250+4,217+13%$1.7M$1.8M+$154.5K2026-10-23
Oak Barrel Wealth Advisory LLC
INCREASED29,18628,953+233+1%$1.5M$1.4M-$33.5K2026-11-05
Choreo, LLC
INCREASED28,05527,957+98+0%$1.4M$1.4M-$38.5K2026-10-28
Bluesphere Advisors LLC
INCREASED26,42926,166+263+1%$1.3M$1.3M-$27.7K2026-10-19
Klingman & Associates, LLC
UNCHANGED25,36725,36700%$1.3M$1.2M-$39.3K2026-10-20
Arwa LLC
DECREASED23,89624,210-314-1%$1.2M$1.2M-$45.4K2026-10-21
Welch Financial Planning, LLC
NEW23,813—+23,813——$1.2M—2026-11-06
Krilogy Financial LLC
INCREASED20,56517,650+2,915+17%$889.6K$1.0M+$116.1K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED19,02711,512+7,515+65%$580.0K$929-$579.1K2026-11-02
Certified Advisory Corp
DECREASED16,01317,534-1,521-9%$883.7K$782.2K-$101.5K2026-10-29
Patton Albertson Miller Group, LLC
INCREASED11,52411,020+504+5%$555.4K$562.9K+$7.5K2026-10-26
Balefire, LLC
INCREASED9,7369,550+186+2%$481.3K$475.6K-$5.7K2026-10-09
L. Roy Papp & Associates, LLP
UNCHANGED9,2599,25900%$466.7K$452.3K-$14.4K2026-10-21
HB Wealth Management, LLC
UNCHANGED8,8858,88500%$447.8K$434.0K-$13.8K2026-10-23
KPP Advisory Services LLC
NEW8,694—+8,694——$424.7K—2026-10-26
Fagan Associates, Inc.
UNCHANGED6,2156,21500%$313.2K$303.6K-$9.6K2026-10-13
WealthBridge Capital Management, LLC
NEW6,099—+6,099——$297.9K—2026-10-16
Heartwood Wealth Advisors LLC
NEW5,303—+5,303——$259.1K—2026-10-05
Farther Finance Advisors, LLC
DECREASED4,6497,284-2,635-36%$367.1K$227.1K-$140.0K2026-10-08
G&S Capital LLC
NEW4,208—+4,208——$205.6K—2026-10-23
Princeton Global Asset Management LLC
INCREASED2,3932,385+8+0%$120.2K$116.9K-$3.3K2026-10-21
Creative Financial Designs Inc
INCREASED1,6711,654+17+1%$83.4K$81.6K-$1.8K2026-11-04
Fifth Third Bancorp
INCREASED83782+755+921%$4.1K$40.9K+$36.8K2026-11-05
Rossby Financial, LCC
INCREASED362182+180+99%$9.2K$17.7K+$8.5K2026-11-05
IFP Advisors, Inc
UNCHANGED24924900%$12.6K$12.2K-$3862026-10-16
Trust Co
UNCHANGED16216200%$8.1K$7.9K-$2502026-10-09
Cape Investment Advisory, Inc.
UNCHANGED16016000%$8.1K$7.8K-$2482026-10-13
Ashton Thomas Private Wealth, LLC
UNCHANGED14714700%$7.4K$7.2K-$2282026-11-03
Signaturefd, LLC
NEW142—+142——$6.9K—2026-10-23
Bank & Trust Co
UNCHANGED12612600%$6.4K$6.2K-$1952026-10-07
Capital Investment Advisory Services, LLC
NEW123—+123——$6.0K—2026-10-30
Bfsg, LLC
NEW71—+71——$3.5K—2026-10-30
Hickory Point Bank & Trust
UNCHANGED676700%$3.4K$3.3K-$1042026-10-01
Allspring Global Investments Holdings, LLC
NEW30—+30——$1.5K—2026-11-04
Richardson Financial Services Inc.
UNCHANGED191900%$958$928-$302026-10-30
Arbor Capital Management Inc
CLOSED065,024-65,024-100%$3.3M$0-$3.3M2026-10-21
Tower Trust & Investment Co
CLOSED079-79-100%$4.0K$0-$4.0K2026-10-28
CoreCap Advisors, LLC
CLOSED01-1-100%$50$0-$502026-10-08
JPMorgan Chase & Co
N/A—3,174,103-3,174,103-100%$159.9M———
Wells Fargo & Company
N/A—1,375,502-1,375,502-100%$69.3M———
Pinnacle Financial Partners, Inc.
N/A—862,473-862,473-100%$43.5M———
American Trust
N/A—457,456-457,456-100%$23.1M———
Raymond James Financial Inc
N/A—431,294-431,294-100%$21.7M———
Spartan Wealth Advisory Services LLC
N/A—429,039-429,039-100%$21.6M———
Coastal Bridge Advisors, LLC
N/A—354,302-354,302-100%$17.9M———
Cetera Investment Advisers
N/A—275,423-275,423-100%$13.9M———
Bleakley Financial Group, LLC
N/A—261,497-261,497-100%$13.2M———
Northwestern Mutual Wealth Management Co
N/A—204,250-204,250-100%$10.3M———
Ameriprise Financial Inc
N/A—173,978-173,978-100%$8.7M———
Envestnet Asset Management Inc
N/A—146,466-146,466-100%$7.4M———
Royal Bank of Canada
N/A—128,936-128,936-100%$6.5M———
Rockefeller Capital Management L.P.
N/A—103,738-103,738-100%$5.2M———
National Philanthropic Trust
N/A—94,147-94,147-100%$4.7M———
Greenwich Wealth Management LLC
N/A—81,112-81,112-100%$4.1M———
Kintra Wealth, LLC
N/A—79,551-79,551-100%$4.0M———
Goldman Sachs Group Inc
N/A—75,566-75,566-100%$3.8M———
Focus Partners Wealth
N/A—71,497-71,497-100%$3.6M———
Citadel Advisors LLC
N/A—67,049-67,049-100%$3.4M———
Jones Financial Companies Lllp
N/A—59,114-59,114-100%$3.0M———
Sanctuary Advisors, LLC
N/A—35,317-35,317-100%$1.8M———
Osaic Holdings, Inc.
N/A—34,308-34,308-100%$1.7M———
Private Advisor Group, LLC
N/A—30,727-30,727-100%$1.5M———
UBS Group AG
N/A—30,663-30,663-100%$1.5M———
Raffa Wealth Management, LLC
N/A—27,436-27,436-100%$1.4M———
Modern Wealth Management, LLC
N/A—22,395-22,395-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—10,962-10,962-100%$552.5K———
Harbour Investment Management LLC
N/A—9,325-9,325-100%$470.0K———
World Investment Advisors
N/A—7,817-7,817-100%$389.3K———
Bessemer Group Inc
N/A—7,800-7,800-100%$393.0K———
BTG Pactual Asset Management US LLC
N/A—6,164-6,164-100%$310.7K———
Stifel Financial Corp
N/A—5,575-5,575-100%$281.0K———
MML Investors Services, LLC
N/A—5,356-5,356-100%$270.0K———
B & T Capital Management DBA Alpha Capital Management
N/A—5,005-5,005-100%$252.3K———
Wealthspire Advisors, LLC
N/A—4,215-4,215-100%$212.5K———
Morgan Stanley
N/A—2,644-2,644-100%$133.3K———
Ancora Advisors LLCA
N/A—2,261-2,261-100%$114.0K———
Global Retirement Partners, LLC
N/A—1,630-1,630-100%$82.2K———
Harbour Investments, Inc.
N/A—1,533-1,533-100%$77.3K———
NewEdge Advisors, LLC
N/A—652-652-100%$32.9K———
Rothschild Investment LLC
N/A—358-358-100%$18.0K———
AE Wealth Management LLC
N/A—135-135-100%$6.8K———
Park Square Financial Group, LLC
N/A—35-35-100%$1.8K———
Showing 100 of 100 institutions