JFLI Institutional Ownership
JPMorgan Flexible Income ETF
1W: -0.4%
1M: -0.9%
3M: -1.5%
YTD: +4.9%
1Y: +6.9%
$53.09
+0.27 (+0.50%)
Weekly Expected Move ±1.2%
$52
$52
$53
$54
$54
Overview
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Holdings
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Institutional Ownership — JFLI
24
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
34M
Total Invested
4
New Positions
8
Increased
10
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (25 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 380,510 | 20M | -3,257 | -0.8% | 6Q | SEC ↗ |
| 2 | ASSETMARK, INC | 83,842 | 4M | -959 | -1.1% | 2Q | SEC ↗ |
| 3 | 5T Wealth, LLC | 40,345 | 2M | +1,829 | +4.7% | 3Q | SEC ↗ |
| 4 | CITADEL ADVISORS LLC | 39,432 | 2M | +1,955 | +5.2% | 3Q | SEC ↗ |
| 5 | Integrated Wealth Concepts LLC | 22,116 | 1M | +7,479 | +51.1% | 2Q | SEC ↗ |
| 6 | Farther Finance Advisors, LLC NEW | 21,835 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 15,002 | 797K | +7,997 | +114.2% | 2Q | SEC ↗ |
| 8 | Advisory Alpha, LLC | 10,205 | 542K | +4,505 | +79.0% | 2Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 4,183 | 222K | -150 | -3.5% | 2Q | SEC ↗ |
| 10 | Sequent Planning LLC NEW | 4,049 | 215K | — | +0.0% | 1Q | SEC ↗ |
| 11 | RDA Financial Network | 3,976 | 211K | -98 | -2.4% | 2Q | SEC ↗ |
| 12 | Revisor Wealth Management LLC NEW | 3,742 | 199K | — | +0.0% | 1Q | SEC ↗ |
| 13 | 3Chopt Investment Partners, LLC | 2,409 | 128K | +191 | +8.6% | 3Q | SEC ↗ |
| 14 | LGT Financial Advisors LLC | 457 | 24K | — | +0.0% | 3Q | SEC ↗ |
| 15 | SBI Securities Co., Ltd. | 450 | 24K | +212 | +89.1% | 2Q | SEC ↗ |
| 16 | Global Retirement Partners, LLC NEW | 375 | 20K | — | +0.0% | 1Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 329 | 17K | +12 | +3.8% | 3Q | SEC ↗ |
| 18 | HARBOR INVESTMENT ADVISORY, LLC | 138 | 7K | — | +0.0% | 2Q | SEC ↗ |
| 19 | CWM, LLC NEW | 37 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Bay Colony Advisory Group, Inc d/b/a B | 0 | 0K | -20,918 | -100.0% | 2Q | SEC ↗ |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -23,438 | -100.0% | 3Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 0 | 0K | -1 | -100.0% | 3Q | SEC ↗ |
| 23 | AE Wealth Management LLC | 0 | 0K | -100 | -100.0% | 1Q | SEC ↗ |
| 24 | UBS Group AG | 0 | 0K | -2 | -100.0% | 2Q | SEC ↗ |
| 25 | Ameritas Advisory Services, LLC | 0 | 0K | -311 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Farther Finance Advisors, LLC | 21,835 | 1M |
| Sequent Planning LLC | 4,049 | 215K |
| Revisor Wealth Management LLC | 3,742 | 199K |
| Global Retirement Partners, LLC | 375 | 20K |
| CWM, LLC | 37 | 2K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 23,438 | 1M |
| Bay Colony Advisory Group, Inc d/b/ | 20,918 | 1M |
| Ameritas Advisory Services, LLC | 311 | 17K |
| AE Wealth Management LLC | 100 | 5K |
| UBS Group AG | 2 | 0K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +7,997 | +114.2% | 15,002 |
| Integrated Wealth Concepts LLC | +7,479 | +51.1% | 22,116 |
| Advisory Alpha, LLC | +4,505 | +79.0% | 10,205 |
| CITADEL ADVISORS LLC | +1,955 | +5.2% | 39,432 |
| 5T Wealth, LLC | +1,829 | +4.7% | 40,345 |
| SBI Securities Co., Ltd. | +212 | +89.1% | 450 |
| 3Chopt Investment Partners, LLC | +191 | +8.6% | 2,409 |
| OSAIC HOLDINGS, INC. | +12 | +3.8% | 329 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -3,257 | -0.8% | 380,510 |
| ASSETMARK, INC | -959 | -1.1% | 83,842 |
| Cambridge Investment Research Advis | -150 | -3.5% | 4,183 |
| RDA Financial Network | -98 | -2.4% | 3,976 |
| WELLS FARGO & COMPANY/MN | -1 | -100.0% | 0 |