JP Morgan Chase
FLBL icon

JP Morgan Chase’s Franklin Senior Loan ETF FLBL Stock Holding History

JP Morgan Chase’s Portfolio FLBL Stock Details FLBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$160 Hold
7
– – ﹤0.01% 7274
2025
Q4 		$164 Hold
7
– – ﹤0.01% 7182
2025
Q3 		$168 Hold
7
– – ﹤0.01% 7132
2025
Q2 		$170 Sell
7
-7,011
-100% -$168K ﹤0.01% 6793
2025
Q1 		$169K Buy
7,018
+6,566
+1,453% +$159K ﹤0.01% 5318
2024
Q4 		$11K Sell
452
-928,973
-100% -$22.6M ﹤0.01% 6373
2024
Q3 		$22.6M Buy
929,425
+871,596
+1,507% +$21.2M ﹤0.01% 1885
2024
Q2 		$1.41M Buy
+57,829
New +$1.41M ﹤0.01% 4041
2023
Q4 		– Sell
-24,639
Closed -$593K – 7627
2023
Q3 		$593K Buy
+24,639
New +$593K ﹤0.01% 4381
2023
Q2 		– Sell
-3,713
Closed -$89K – 7046
2023
Q1 		$89K Buy
+3,713
New +$87.9K ﹤0.01% 5476
2022
Q4 		– Sell
-32,505
Closed -$748K – 6683
2022
Q3 		$748K Sell
32,505
-27,526
-46% -$650K ﹤0.01% 4220
2022
Q2 		$1.39M Buy
+60,031
New +$1.45M ﹤0.01% 3840

Other funds holding FLBL

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return