22 institutions reported holding $31.1M of JPMORGAN FLEXIBLE INCOME ETF (JFLI) in SEC 13F filings for 2026-03-31. Largest institutional holders: JPMORGAN CHASE & CO ($18.8M), ASSETMARK, INC ($4.3M), 5T Wealth, LLC ($1.9M), CITADEL ADVISORS LLC ($1.9M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $18.8M | 383,767 | Added |
| 2 | ASSETMARK, INC | $4.3M | 84,801 | New |
| 3 | 5T Wealth, LLC | $1.9M | 38,516 | Added |
| 4 | CITADEL ADVISORS LLC | $1.9M | 37,477 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 23,438 | Trimmed |
| 6 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1.0M | 20,918 | Added |
| 7 | Integrated Wealth Concepts LLC | $734,370 | 14,637 | New |
| 8 | JANE STREET GROUP, LLC | $351,456 | 7,005 | New |
| 9 | Advisory Alpha, LLC | $285,982 | 5,700 | New |
| 10 | Cambridge Investment Research Advisors, Inc. | $217,000 | 4,333 | New |
| 11 | RDA Financial Network | $204,402 | 4,074 | New |
| 12 | 3Chopt Investment Partners, LLC | $111,282 | 2,218 | Added |
| 13 | LGT Financial Advisors LLC | $22,929 | 457 | Added |
| 14 | OSAIC HOLDINGS, INC. | $15,905 | 317 | Added |
| 15 | Ameritas Advisory Services, LLC | $15,604 | 311 | New |
| 16 | SBI Securities Co., Ltd. | $11,941 | 238 | New |
| 17 | HARBOR INVESTMENT ADVISORY, LLC | $6,924 | 138 | New |
| 18 | AE Wealth Management LLC | $5,017 | 100 | New |
| 19 | CWM, LLC | $1,856 | 37 | New |
| 20 | UBS Group AG | $100 | 2 | Trimmed |
| 21 | WELLS FARGO & COMPANY/MN | $38 | 1 | Hold |
| 22 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31