Who owns JFLX
Which tracked institutional funds hold JFLX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JFLX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on JFLX is one-sided between 2026-Q1 and 2026-Q2: 30 added or opened and 10 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JFLX’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes JFLX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JFLX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 86 tracked filers holding JFLX, 54 increased or opened the position and 33 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JFLX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- ARQ WEALTH ADVISORS, LLC$19M
- KINTRA WEALTH, LLC$4M
- GOLDMAN SACHS GROUP INC$4M
- Oak Barrel Wealth Advisory LLC$1M
- Cedar Mountain Advisors, LLC$1M
- Krilogy Financial LLC$890K
Full exits 4
- LWM Advisory Services, LLC$4M
- HighTower Advisors, LLC$3M
- Greenwich Wealth Management LLC$3M
- JANE STREET GROUP, LLC$2M
Largest adds
- JPMORGAN CHASE & CO$10M
- COMMONWEALTH EQUITY SERVICES, LLC$9M
- WELLS FARGO & COMPANY/MN$6M
- RAYMOND JAMES FINANCIAL INC$4M
- Glenview Trust Co$4M
- WealthPlan Investment Management, LLC$3M
Largest trims
- Modern Wealth Management, LLC$8M
- MORGAN STANLEY$7M
- AMERIPRISE FINANCIAL INC$2M
- National Philanthropic Trust$1M
- ENVESTNET ASSET MANAGEMENT INC$901K
- ARBOR CAPITAL MANAGEMENT INC /ADV$359K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 3,174,103 | $160M | 17.2% | 2026-Q2 |
| Glenview Trust Co added | 2,137,759 | $108M | 11.6% | 2026-Q2 |
| Provenance Wealth Advisors, LLC added | 1,449,324 | $73M | 7.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,375,502 | $69M | 7.5% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 862,473 | $43M | 4.7% | 2026-Q2 |
| Allegheny Financial Group added | 702,054 | $35M | 3.8% | 2026-Q2 |
| ASSETMARK, INC trimmed | 619,515 | $31M | 3.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 562,838 | $28M | 3.1% | 2026-Q2 |
| LPL Financial LLC added | 479,555 | $24M | 2.6% | 2026-Q2 |
| American Trust added | 457,456 | $23M | 2.5% | 2026-Q2 |
| Sterling Investment Advisors, Ltd. added | 452,085 | $23M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 431,294 | $22M | 2.3% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC added | 429,039 | $22M | 2.3% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 386,223 | $19M | 2.1% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 354,302 | $18M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 275,423 | $14M | 1.5% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 261,497 | $13M | 1.4% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 260,215 | $13M | 1.4% | 2026-Q2 |
| Evolution Wealth Advisors, LLC trimmed | 223,817 | $11M | 1.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 204,250 | $10M | 1.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 188,632 | $10M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 173,978 | $9M | 0.9% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 172,635 | $9M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 146,466 | $7M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 128,936 | $6M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 112,135 | $6M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 103,738 | $5M | 0.6% | 2026-Q2 |
| National Philanthropic Trust trimmed | 94,147 | $5M | 0.5% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 79,551 | $4M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 75,566 | $4M | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 71,497 | $4M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 67,049 | $3M | 0.4% | 2026-Q2 |
| ARBOR CAPITAL MANAGEMENT INC /ADV trimmed | 65,024 | $3M | 0.4% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 62,682 | $3M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 59,114 | $3M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 35,317 | $2M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 34,308 | $2M | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 33,250 | $2M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 30,727 | $2M | 0.2% | 2026-Q2 |
| UBS Group AG added | 30,663 | $2M | 0.2% | 2026-Q2 |
| Oak Barrel Wealth Advisory LLC added | 28,953 | $1M | 0.2% | 2026-Q2 |
| CHOREO, LLC | 27,957 | $1M | 0.2% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC | 27,436 | $1M | 0.1% | 2026-Q2 |
| Bluesphere Advisors LLC added | 26,166 | $1M | 0.1% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 25,367 | $1M | 0.1% | 2026-Q2 |
| ARWA LLC added | 24,210 | $1M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 22,395 | $1M | 0.1% | 2026-Q2 |
| Cedar Mountain Advisors, LLC new | 20,383 | $1M | 0.1% | 2026-Q2 |
| Krilogy Financial LLC new | 17,650 | $890K | 0.1% | 2026-Q2 |
| Certified Advisory Corp trimmed | 17,534 | $884K | 0.1% | 2026-Q2 |
| Patton Albertson Miller Group, LLC trimmed | 11,020 | $555K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 10,962 | $552K | 0.1% | 2026-Q2 |
| Balefire, LLC trimmed | 9,550 | $481K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENT MANAGEMENT LLC added | 9,325 | $470K | 0.1% | 2026-Q2 |
| L. Roy Papp & Associates, LLP | 9,259 | $467K | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC new | 8,885 | $448K | 0.0% | 2026-Q2 |
| GEN Financial Management, INC. new | 8,448 | $426K | 0.0% | 2026-Q2 |
| World Investment Advisors | 7,817 | $389K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 7,284 | $367K | 0.0% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. new | 6,215 | $313K | 0.0% | 2026-Q2 |
| BTG Pactual Asset Management US LLC | 6,164 | $311K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 5,575 | $281K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 5,356 | $270K | 0.0% | 2026-Q2 |
| B & T Capital Management DBA Alpha Capital Management new | 5,005 | $252K | 0.0% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 4,215 | $212K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,644 | $133K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC added | 2,385 | $120K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 2,261 | $114K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,654 | $83K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 1,630 | $82K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 1,533 | $77K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 652 | $33K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC new | 358 | $18K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 249 | $13K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 182 | $9K | 0.0% | 2026-Q2 |
| Trust Co | 162 | $8K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 160 | $8K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 147 | $7K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 135 | $7K | 0.0% | 2026-Q2 |
| Bank & Trust Co | 126 | $6K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 82 | $4K | 0.0% | 2026-Q2 |
| TOWER TRUST & INVESTMENT Co new | 79 | $4K | 0.0% | 2026-Q2 |
| Hickory Point Bank & Trust | 67 | $3K | 0.0% | 2026-Q2 |
| Park Square Financial Group, LLC trimmed | 35 | $2K | 0.0% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. | 19 | $958 | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 1 | $50 | 0.0% | 2026-Q2 |
| LWM Advisory Services, LLC trimmed | 79,111 | $4M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 62,513 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Greenwich Wealth Management LLC new | 53,345 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 33,266 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 8,847 | $439K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Stelac Advisory Services LLC | 7,091 | $352K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Advisory Services, LLC added | 5,508 | $274K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 4,789 | $237K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC new | 99,391 | $5M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Sunflower Bank, N.A. trimmed | 11,611 | $583K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC new | 8,941 | $449K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| RPS ADVISORY SOLUTIONS LLC trimmed | 6,268 | $315K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Pinnacle Financial Partners Inc new | 757,259 | $38M | 4.1% | 2025-Q3 stale (3 quarters behind) |
| Main Line Retirement Advisors, LLC new | 67,718 | $3M | 0.4% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.