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JPMorgan Flexible Income ETF (JFLI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares82,161 from 83,842
Change-1,681 (-2%)
Value$4.4M (-$208.8K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares25,651 from 21,835
Change+3,816 (+17%)
Value$1.4M (+$171.1K)
Filed 2026-10-08
Indivisible Partners
NEW
Shares10,352
Change+10,352
Value$548.7K
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares4,186 from 4,183
Change+3 (+0%)
Value$222.0K (-$6.0K)
Filed 2026-11-02
RDA Financial Network
INCREASED
Shares3,987 from 3,976
Change+11 (+0%)
Value$211.3K (-$5.1K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares1,871
Change+1,871
Value$99.2K
Filed 2026-10-09
Harbor Investment Advisory, LLC
INCREASED
Shares466 from 138
Change+328 (+238%)
Value$24.7K (+$17.2K)
Filed 2026-10-13
SBI Securities Co., Ltd.
DECREASED
Shares295 from 450
Change-155 (-34%)
Value$15.6K (-$8.9K)
Filed 2026-10-22
IFP Advisors, Inc
NEW
Shares101
Change+101
Value$5.4K
Filed 2026-10-16
3Chopt Investment Partners, LLC
DECREASED
Shares75 from 2,409
Change-2,334 (-97%)
Value$4.0K (-$127.2K)
Filed 2026-10-30
Revisor Wealth Management LLC
CLOSED
Shares0 from 3,742
Change-3,742 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-20
JPMorgan Chase & Co
N/A
Shares— from 380,510
Change-380,510 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 40,345
Change-40,345 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 39,432
Change-39,432 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 22,116
Change-22,116 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,002
Change-15,002 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 10,205
Change-10,205 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,049
Change-4,049 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 329
Change-329 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Assetmark, Inc
DECREASED82,16183,842-1,681-2%$4.6M$4.4M-$208.8K2026-10-21
Farther Finance Advisors, LLC
INCREASED25,65121,835+3,816+17%$1.2M$1.4M+$171.1K2026-10-08
Indivisible Partners
NEW10,352—+10,352——$548.7K—2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED4,1864,183+3+0%$228.0K$222.0K-$6.0K2026-11-02
RDA Financial Network
INCREASED3,9873,976+11+0%$216.4K$211.3K-$5.1K2026-10-15
GK Wealth Management LLC
NEW1,871—+1,871——$99.2K—2026-10-09
Harbor Investment Advisory, LLC
INCREASED466138+328+238%$7.5K$24.7K+$17.2K2026-10-13
SBI Securities Co., Ltd.
DECREASED295450-155-34%$24.5K$15.6K-$8.9K2026-10-22
IFP Advisors, Inc
NEW101—+101——$5.4K—2026-10-16
3Chopt Investment Partners, LLC
DECREASED752,409-2,334-97%$131.1K$4.0K-$127.2K2026-10-30
Revisor Wealth Management LLC
CLOSED03,742-3,742-100%$203.7K$0-$203.7K2026-10-20
JPMorgan Chase & Co
N/A—380,510-380,510-100%$20.6M———
5T Wealth, LLC
N/A—40,345-40,345-100%$2.2M———
Citadel Advisors LLC
N/A—39,432-39,432-100%$2.1M———
Integrated Wealth Concepts LLC
N/A—22,116-22,116-100%$1.2M———
Jane Street Group, LLC
N/A—15,002-15,002-100%$816.6K———
Advisory Alpha, LLC
N/A—10,205-10,205-100%$555.5K———
Sequent Planning LLC
N/A—4,049-4,049-100%$220.4K———
LGT Financial Advisors LLC
N/A—457-457-100%$24.9K———
Global Retirement Partners, LLC
N/A—375-375-100%$20.4K———
Osaic Holdings, Inc.
N/A—329-329-100%$17.9K———
Wells Fargo & Company
N/A—00—$19———
Showing 22 of 22 institutions