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JFLX

JPMorgan Flexible Debt ETF

78 hedge funds and large institutions have $761M invested in JPMorgan Flexible Debt ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

62.36% more ownership

Funds ownership: 0%62.36% (+62%)

34% more funds holding

Funds holding: 5878 (+20)

26% more capital invested

Capital invested by funds: $602M → $761M (+$159M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
78
Holders Change
+20
Holders Change %
+34.48%
% of All Funds
0.95%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
32
Reduced
15
Closed
6
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
$158M +$40.3M +800,755 +34%
GT
2
Glenview Trust
Kentucky
$100M +$2.06M +40,895 +2%
PWA
3
Provenance Wealth Advisors
Florida
$72.4M +$72.5M +1,440,771 New
Wells Fargo
4
Wells Fargo
California
$55.3M +$1.98M +39,236 +4%
PFPG
5
Pinnacle Financial Partners (Georgia)
Georgia
$38.6M +$38.7M +767,866 New
AssetMark Inc
6
AssetMark Inc
California
$32.1M -$2.42M -48,052 -7%
AFG
7
Allegheny Financial Group
Pennsylvania
$32.1M +$1.82M +36,190 +6%
LPL Financial
8
LPL Financial
California
$22.8M +$308K +6,118 +1%
AT
9
American Trust
Kentucky
$21.7M +$16.4M +326,301 +309%
SIAP
10
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20.8M +$2.25M +44,667 +12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$19.1M +$371K +7,366 +2%
CBA
12
Coastal Bridge Advisors
Connecticut
$16.6M +$2.98M +59,099 +22%
Raymond James Financial
13
Raymond James Financial
Florida
$15.8M +$1.94M +38,632 +14%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$13.7M +$726K +14,420 +6%
BFG
15
Bleakley Financial Group
New Jersey
$13.7M +$13.7M +273,058 New
LAS
16
LWM Advisory Services
Florida
$12.9M +$252K +4,997 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$12.6M +$7.8K +155 +0.1%
EWA
18
Evolution Wealth Advisors
Florida
$11.4M -$195K -3,864 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.52M -$5.27M -104,719 -38%
DWP
20
Daymark Wealth Partners
Ohio
$8.29M +$8.31M +165,101 New
PWM
21
Perigon Wealth Management
California
$7.33M +$272K +5,399 +4%
Truist Financial
22
Truist Financial
North Carolina
$6.05M -$648K -12,874 -10%
NPT
23
National Philanthropic Trust
Pennsylvania
$5.94M +$5.95M +118,233 New
VF
24
Virtu Financial
New York
$4.99M +$5M +99,391 New
WIM
25
WealthPlan Investment Management
Nebraska
$4.76M +$1.35M +26,789 +39%

JFLX Hedge Fund Activity: Q4 2025 in Review

78 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Flexible Debt ETF (JFLX) for Q4 2025, worth a combined $761M — up 26% from $602M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new JFLX positions and 6 closed out — a net gain of 21 holders — while 32 added to existing stakes and 15 trimmed.

The largest buyer was Provenance Wealth Advisors, opening a new position worth an estimated $72.5M. The largest seller was Sunflower Bank, cutting an estimated $10.4M.

  • 78 institutional investors held JPMorgan Flexible Debt ETF (JFLX) as of Q4 2025, up from 58 in Q3 2025.
  • Funds reported $761M of JPMorgan Flexible Debt ETF stock for Q4 2025, up 26% quarter-over-quarter.
  • 27 funds opened new JPMorgan Flexible Debt ETF positions in Q4 2025 and 6 closed out, a net change of +21 holders.
  • The largest JPMorgan Flexible Debt ETF buyer in Q4 2025 was Provenance Wealth Advisors, an estimated $72.5M added.
  • The largest JPMorgan Flexible Debt ETF seller in Q4 2025 was Sunflower Bank, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2025.