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JFLX

JPMorgan Flexible Debt ETF
JFLX

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: 5 → 6 (+1)

6% more capital invested

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

1% more funds holding

Funds holding: 78 → 79 (+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
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Modern Wealth Management
Kansas
+$9.14M
2
Wells Fargo
Wells Fargo
California
+$8.27M
3
Ameriprise
Ameriprise
Minnesota
+$8.08M
4
Morgan Stanley
Morgan Stanley
New York
+$7.37M
5
WIM
WealthPlan Investment Management
Nebraska
+$5.15M

Top Sellers

Rank Fund Capital Flow
1
LAS
LWM Advisory Services
Florida
-$8.98M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.54M
3
VF
Virtu Financial
New York
-$4.99M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.99M
5
Goldman Sachs
Goldman Sachs
New York
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
51
L. Roy Papp & Associates
Arizona
$460K – – –
SWP
52
Stratos Wealth Partners
Ohio
$459K -$10.1K -200 -2%
HIM
53
Harbour Investment Management
Washington
$458K +$5.94K +118 +1%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$439K +$39.2K +778 +10%
UBS Group
55
UBS Group
Switzerland
$391K -$1.19M -23,732 -75%
WIA
56
World Investment Advisors
California
$388K +$41.4K +823 +12%
SAS
57
Stelac Advisory Services
New York
$352K – – –
BPAMU
58
BTG Pactual Asset Management US
New York
$306K – – –
AAS
59
Ameritas Advisory Services
Nebraska
$274K +$22.3K +443 +9%
HF
60
HRT Financial
New York
$237K +$241K +4,789 New
WANY
61
Wealthspire Advisors (New York)
New York
$207K +$2.67K +53 +1%
BWL
62
Bogart Wealth LLC
Virginia
$127K +$129K +2,565 New
PGAM
63
Princeton Global Asset Management
New Jersey
$117K +$1.51K +30 +1%
AA
64
Ancora Advisors
Ohio
$112K – – –
CFD
65
Creative Financial Designs
Indiana
$81.2K +$1.01K +20 +1%
BTD
66
BankPlus Trust Department
Mississippi
$60.1K – – –
EWM
67
Evolution Wealth Management
Florida
$50.9K +$51.6K +1,025 New
ASN
68
Advisory Services Network
Georgia
$33.5K +$33.9K +674 New
ATPW
69
Ashton Thomas Private Wealth
Arizona
$20.9K +$21.1K +420 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$16.6K – – –
IA
71
IFP Advisors
Florida
$12.4K – – –
RF
72
Rossby Financial
Florida
$9.16K +$9.31K +185 New
TC
73
Trust Company
Kansas
$8.03K +$50 +1 +0.6%
BTC
74
Bank & Trust Company
Illinois
$6.26K – – –
PSFG
75
Park Square Financial Group
Georgia
$6.21K +$6.29K +125 New
1 2
3
4

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.