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JFLX

JPMorgan Flexible Debt ETF

79 hedge funds and large institutions have $808M invested in JPMorgan Flexible Debt ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $761M → $808M (+$46.7M)

1% more funds holding

Funds holding: 7879 (+1)

0.47% more ownership

Funds ownership: 62.36%62.84% (+0.47%)

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
0.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
12
Increased
39
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$150M -$5.54M -110,011 -4%
GT
2
Glenview Trust
Kentucky
$104M +$4.91M +97,470 +5%
PWA
3
Provenance Wealth Advisors
Florida
$70.8M -$742K -14,743 -1%
Wells Fargo
4
Wells Fargo
California
$62.9M +$8.27M +164,289 +15%
PFPG
5
Pinnacle Financial Partners (Georgia)
Georgia
$40.3M +$2.17M +43,118 +6%
AFG
6
Allegheny Financial Group
Pennsylvania
$34.7M +$2.97M +59,022 +9%
AssetMark Inc
7
AssetMark Inc
California
$31.3M -$470K -9,333 -1%
AT
8
American Trust
Kentucky
$22.4M +$920K +18,272 +4%
LPL Financial
9
LPL Financial
California
$22M -$485K -9,646 -2%
SIAP
10
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21.5M +$984K +19,562 +5%
SWASL
11
Spartan Wealth Advisory Services LLC
Michigan
$20.9M +$21.2M +421,490 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$19.5M +$630K +12,509 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$17.5M +$1.91M +37,979 +12%
CBA
14
Coastal Bridge Advisors
Connecticut
$16.8M +$313K +6,213 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$13.7M +$170K +3,379 +1%
BFG
16
Bleakley Financial Group
New Jersey
$12.8M -$812K -16,126 -6%
EWA
17
Evolution Wealth Advisors
Florida
$11.3M +$79.5K +1,580 +0.7%
Ameriprise
18
Ameriprise
Minnesota
$10.3M +$8.08M +160,490 +344%
WIM
19
WealthPlan Investment Management
Nebraska
$9.79M +$5.15M +102,276 +108%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$9.5M -$2.99M -59,497 -24%
MWM
21
Modern Wealth Management
Kansas
$9M +$9.14M +181,624 New
DWP
22
Daymark Wealth Partners
Ohio
$8.93M +$744K +14,774 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.28M -$145K -2,876 -2%
PWM
24
Perigon Wealth Management
California
$7.57M +$320K +6,364 +4%
Morgan Stanley
25
Morgan Stanley
New York
$7.4M +$7.37M +146,434 +5,538%

JFLX Hedge Fund Activity: Q1 2026 in Review

79 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Flexible Debt ETF (JFLX) for Q1 2026, worth a combined $808M — up 6.1% from $761M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JFLX positions and 9 closed out — a net gain of 3 holders — while 39 added to existing stakes and 17 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $9.14M. The largest seller was LWM Advisory Services, cutting an estimated $8.98M.

  • 79 institutional investors held JPMorgan Flexible Debt ETF (JFLX) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $808M of JPMorgan Flexible Debt ETF stock for Q1 2026, up 6.1% quarter-over-quarter.
  • 12 funds opened new JPMorgan Flexible Debt ETF positions in Q1 2026 and 9 closed out, a net change of +3 holders.
  • The largest JPMorgan Flexible Debt ETF buyer in Q1 2026 was Modern Wealth Management, an estimated $9.14M added.
  • The largest JPMorgan Flexible Debt ETF seller in Q1 2026 was LWM Advisory Services, an estimated $8.98M sold.

Based on aggregated 13F filings for Q1 2026.