Who owns JFLX (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-Q1 13F filings. 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
22 tracked funds added or opened JFLX while 14 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 79 tracked filers holding JFLX, 52 increased or opened the position and 28 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 2025-Q4 and 2026-Q1 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 4
- Spartan Wealth Advisory Services LLC$21M
- Modern Wealth Management, LLC$9M
- CITADEL ADVISORS LLC$3M
- Greenwich Wealth Management LLC$3M
Full exits 4
- Virtu Financial LLC$5M
- GOLDMAN SACHS GROUP INC$2M
- Oak Barrel Wealth Advisory LLC$1M
- Sunflower Bank, N.A.$583K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9M
- AMERIPRISE FINANCIAL INC$8M
- WELLS FARGO & COMPANY/MN$8M
- MORGAN STANLEY$7M
- WealthPlan Investment Management, LLC$5M
- ROYAL BANK OF CANADA$5M
Largest trims
- LWM Advisory Services, LLC$9M
- JPMORGAN CHASE & CO$8M
- Provenance Wealth Advisors, LLC$2M
- UBS Group AG$1M
- Bleakley Financial Group, LLC$951K
- ASSETMARK, INC$815K
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 trimmed | 3,030,184 | $150M | 17.4% | 2026-Q1 |
| Glenview Trust Co added | 2,094,830 | $104M | 12.1% | 2026-Q1 |
| Provenance Wealth Advisors, LLC trimmed | 1,426,028 | $71M | 8.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,266,048 | $63M | 7.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 810,984 | $40M | 4.7% | 2026-Q1 |
| Allegheny Financial Group added | 697,861 | $35M | 4.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 630,258 | $31M | 3.6% | 2026-Q1 |
| American Trust added | 450,071 | $22M | 2.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 443,599 | $22M | 2.6% | 2026-Q1 |
| Sterling Investment Advisors, Ltd. added | 433,541 | $22M | 2.5% | 2026-Q1 |
| Spartan Wealth Advisory Services LLC new | 421,490 | $21M | 2.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 392,951 | $20M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 353,038 | $18M | 2.0% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 337,400 | $17M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers added | 276,524 | $14M | 1.6% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 256,932 | $13M | 1.5% | 2026-Q1 |
| Evolution Wealth Advisors, LLC added | 228,423 | $11M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 207,122 | $10M | 1.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 197,158 | $10M | 1.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 191,250 | $9M | 1.1% | 2026-Q1 |
| Modern Wealth Management, LLC new | 181,624 | $9M | 1.0% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 179,875 | $9M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 166,750 | $8M | 1.0% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 152,350 | $8M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 149,078 | $7M | 0.9% | 2026-Q1 |
| National Philanthropic Trust | 118,233 | $6M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 111,943 | $6M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 96,073 | $5M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 91,799 | $5M | 0.5% | 2026-Q1 |
| LWM Advisory Services, LLC trimmed | 79,111 | $4M | 0.5% | 2026-Q1 |
| ARBOR CAPITAL MANAGEMENT INC /ADV added | 72,487 | $4M | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 72,714 | $4M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 62,513 | $3M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 60,480 | $3M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 57,746 | $3M | 0.3% | 2026-Q1 |
| Greenwich Wealth Management LLC new | 53,345 | $3M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 36,174 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 33,266 | $2M | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC added | 29,724 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 28,295 | $1M | 0.2% | 2026-Q1 |
| CHOREO, LLC trimmed | 27,957 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 27,408 | $1M | 0.2% | 2026-Q1 |
| Bluesphere Advisors LLC added | 25,854 | $1M | 0.1% | 2026-Q1 |
| Klingman & Associates, LLC added | 25,713 | $1M | 0.1% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 22,236 | $1M | 0.1% | 2026-Q1 |
| ARWA LLC added | 20,252 | $1M | 0.1% | 2026-Q1 |
| Certified Advisory Corp added | 17,662 | $877K | 0.1% | 2026-Q1 |
| PATTON ALBERTSON MILLER GROUP, LLC added | 11,460 | $569K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 10,398 | $516K | 0.1% | 2026-Q1 |
| Balefire, LLC added | 9,609 | $477K | 0.1% | 2026-Q1 |
| L. Roy Papp & Associates, LLP | 9,259 | $460K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 9,247 | $459K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENT MANAGEMENT LLC added | 9,214 | $458K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 8,847 | $439K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 7,877 | $391K | 0.0% | 2026-Q1 |
| World Investment Advisors added | 7,817 | $388K | 0.0% | 2026-Q1 |
| Stelac Advisory Services LLC | 7,091 | $352K | 0.0% | 2026-Q1 |
| BTG Pactual Asset Management US LLC | 6,164 | $306K | 0.0% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 5,508 | $274K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP new | 4,789 | $237K | 0.0% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 4,165 | $207K | 0.0% | 2026-Q1 |
| Bogart Wealth, LLC new | 2,565 | $127K | 0.0% | 2026-Q1 |
| Princeton Global Asset Management LLC added | 2,356 | $117K | 0.0% | 2026-Q1 |
| Ancora Advisors LLC | 2,261 | $112K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,634 | $81K | 0.0% | 2026-Q1 |
| BankPlus Trust Department | 1,210 | $60K | 0.0% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 1,025 | $51K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 674 | $33K | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 420 | $21K | 0.0% | 2026-Q1 |
| CWM, LLC | 335 | $17K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 249 | $12K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC new | 185 | $9K | 0.0% | 2026-Q1 |
| Trust Co added | 162 | $8K | 0.0% | 2026-Q1 |
| Bank & Trust Co | 126 | $6K | 0.0% | 2026-Q1 |
| Park Square Financial Group, LLC new | 125 | $6K | 0.0% | 2026-Q1 |
| Hickory Point Bank & Trust new | 67 | $3K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC added | 56 | $3K | 0.0% | 2026-Q1 |
| RICHARDSON FINANCIAL SERVICES INC. | 19 | $944 | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 1 | $50 | 0.0% | 2026-Q1 |
| Pinnacle Financial Partners Inc new | 757,259 | $38M | 4.4% | 2025-Q3 stale |
| Virtu Financial LLC new | 99,391 | $5M | 0.6% | 2025-Q4 stale |
| Main Line Retirement Advisors, LLC new | 67,718 | $3M | 0.4% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC new | 32,492 | $2M | 0.2% | 2025-Q4 stale |
| Oak Barrel Wealth Advisory LLC new | 28,450 | $1M | 0.2% | 2025-Q4 stale |
| Sunflower Bank, N.A. trimmed | 11,611 | $583K | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC new | 8,941 | $449K | 0.1% | 2025-Q4 stale |
| RPS ADVISORY SOLUTIONS LLC trimmed | 6,268 | $315K | 0.0% | 2025-Q4 stale |
| STIFEL FINANCIAL CORP added | 5,901 | $296K | 0.0% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC new | 4,642 | $233K | 0.0% | 2025-Q3 stale |
| NewEdge Advisors, LLC new | 4,310 | $216K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 1,669 | $84K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 1,413 | $71K | 0.0% | 2025-Q4 stale |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC new | 434 | $22K | 0.0% | 2025-Q3 stale |
| Cape Investment Advisory, Inc. new | 150 | $8K | 0.0% | 2025-Q4 stale |
| BAYBAN new | 60 | $3K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. new | 31 | $2K | 0.0% | 2025-Q3 stale |
| Smartleaf Asset Management LLC new | 0 | $10 | 0.0% | 2025-Q4 stale |
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.