JFLX — J P MORGAN EXCHANGE TRADED F

Ownership history in Evolution Wealth Advisors, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JFLX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.56% (2025 Q3)
Avg. % of fund
1.35%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 226,843 -3,864 -1.7% 1.15% $11.4M $49.82
2025 Q3 INITIATED 230,707 — — 1.56% $11.6M $49.19
% of Fund (quarterly)    JFLX price (monthly, adj. close)

Other funds also holding JFLX

As of 2025 Q4 — sorted by position size

LWM Advisory Services, LLC 3Y 7.58% Allegheny Financial Group 3Y 4.75% Sterling Investment Advisors, Ltd. 3Y 7Y 3.83% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 3.02% American Trust 3Y 1.82% Coastal Bridge Advisors, LLC 3Y 7Y 1.24% Bluesphere Advisors LLC 3Y 0.57% ARWA LLC 0.47% WealthPlan Investment Management, LLC 3Y 0.3% DAYMARK WEALTH PARTNERS, LLC 3Y 0.26%
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