79 tracked 13F filers disclose a position in JFLX as of the latest SEC 13F filings, a combined $836.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $149.9M | 3.0M | ▼−3.5% Reduced · −110K sh | Q1 2026 | |
| 2 | Glenview Trust Co | $104.1M | 2.1M | ▲+4.9% Added · +97K sh | Q1 2026 | |
| 3 | Provenance Wealth Advisors, LLC | $73.0M | 1.4M | ▲+1.6% Added · +23K sh | Q2 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $62.9M | 1.3M | ▲+15% Added · +164K sh | Q1 2026 | |
| 5 | Pinnacle Financial Partners, Inc. | $40.3M | 811K | ▲+5.6% Added · +43K sh | Q1 2026 | |
| 6 | Allegheny Financial Group | $35.4M | 702K | ▲+0.6% Added · +4K sh | Q2 2026 | |
| 7 | ASSETMARK, INC | $31.2M | 620K | ▼−1.7% Reduced · −11K sh | Q2 2026 | |
| 8 | American Trust | $23.1M | 457K | ▲+1.6% Added · +7K sh | Q2 2026 | |
| 9 | Sterling Investment Advisors, Ltd. | $22.8M | 452K | ▲+4.3% Added · +19K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $22.0M | 444K | ▼−2.1% Reduced · −10K sh | Q1 2026 | |
| 11 | Spartan Wealth Advisory Services LLC | $21.6M | 429K | ▲+1.8% Added · +8K sh | Q2 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $19.5M | 393K | ▲+3.3% Added · +13K sh | Q1 2026 | |
| 13 | ARQ WEALTH ADVISORS, LLC | $19.3M | 386K | ▲New +386K sh | Q2 2026 | |
| 14 | Coastal Bridge Advisors, LLC | $17.9M | 354K | ▲+5.0% Added · +17K sh | Q2 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $17.5M | 353K | ▲+12% Added · +38K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $13.7M | 277K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 17 | Bleakley Financial Group, LLC | $13.2M | 261K | ▲+1.8% Added · +5K sh | Q2 2026 | |
| 18 | WealthPlan Investment Management, LLC | $13.1M | 260K | ▲+32% Added · +63K sh | Q2 2026 | |
| 19 | Evolution Wealth Advisors, LLC | $11.3M | 224K | ▼−2.0% Reduced · −5K sh | Q2 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $10.3M | 207K | ▲+344% Added · +160K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.5M | 191K | ▼−24% Reduced · −59K sh | Q1 2026 | |
| 22 | DAYMARK WEALTH PARTNERS, LLC | $9.5M | 189K | ▲+4.9% Added · +9K sh | Q2 2026 | |
| 23 | Modern Wealth Management, LLC | $9.0M | 182K | ▲New +182K sh | Q1 2026 | |
| 24 | Perigon Wealth Management, LLC | $8.7M | 173K | ▲+13% Added · +20K sh | Q2 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $8.3M | 167K | ▼−1.7% Reduced · −3K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in JFLX and 15 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 37 funds | $3.8B |
| AMAZON.COM INCAMZN | 37 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 37 funds | $2.9B |
| MICROSOFT CORPMSFT | 37 funds | $2.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $1.1B |
| NVIDIA CORPNVDA | 36 funds | $6.7B |
| BROADCOM INCAVGO | 36 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 36 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 36 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 35 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 35 funds | $1.5B |
| VISA INC-CLASS A SHARESV | 35 funds | $551.9M |
Ranked by how many of JFLX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JEPQmc | 925 funds | $10.6B |
| HELOmc | 357 funds | $3.0B |
| JGROmc | 347 funds | $6.0B |
| JBNDmc | 295 funds | $5.7B |
| JIVEmc | 195 funds | $1.8B |
| JTEKmc | 161 funds | $1.0B |
| JMTGMORTGAGE BACKED | 155 funds | $6.1B |
| JPLDUIT EXCHANGE TRADED | 154 funds | $3.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JFLX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JFLX/capital-change-brief"
Use Arkolith's capital_change_brief for JFLX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JFLX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.