JPMORGAN CHASE & CO JFLI — JPMorgan Flexible Income ETF

Ownership history in JPMORGAN CHASE & CO  ·  5 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported JPMorgan Flexible Income ETF (JFLI) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows JFLI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JFLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in JPMorgan Flexible Income ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JFLI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JFLI stock page JPMORGAN CHASE & CO fund profile JPMORGAN CHASE & CO full holdings
How JPMORGAN CHASE & CO held JFLI — position size vs. price
% of Fund (quarterly)    JFLI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 380,510 +12,764 +3.5% 0.00% $20.6M 2026-08-12 $53.87
2025 Q4 ADDED — — — 367,746 +67,746 +22.6% 0.00% $18.6M 2026-02-11 $50.42
2025 Q3 REDUCED 14.3% +3.2% ❌ 300,000 -50,000 -14.3% 0.00% $15.3M 2025-11-14 (Est.) $47.34
2025 Q2 REDUCED 12.5% +4.7% ❌ 350,000 -50,000 -12.5% 0.00% $17.4M 2025-08-14 (Est.) $45.83
2025 Q1 INITIATED — — — 400,000 — — 0.00% $19.1M 2025-05-12 $43.00

🏢 Other funds also holding JFLI

As of 2026 Q2 — sorted by position size

5T Wealth, LLC 0.82% LGT Financial Advisors LLC 3Y 0.13% Revisor Wealth Management LLC 0.05% RDA Financial Network 3Y 7Y 0.05% Sequent Planning LLC 0.05% 3Chopt Investment Partners, LLC 3Y 0.02% Advisory Alpha, LLC 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.01% ASSETMARK, INC 3Y 7Y 0.01% Integrated Wealth Concepts LLC 3Y 7Y 0.01%

FAQ About JPMORGAN CHASE & CO and JFLI

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPMORGAN CHASE & CO reported owning JFLI?

JPMORGAN CHASE & CO reported JFLI across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported JFLI position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for JFLI was 0.00% in 2025 Q1.

What is the latest reported JFLI position on this page?

The most recent filing on this page is 2026 Q2, when JPMORGAN CHASE & CO reported 380,510 shares, equal to 0.00% of portfolio, with an estimated market value of $20.6M.

What does the chart on this JFLI ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly JFLI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JPMORGAN CHASE & CO time their JFLI position?

Based on 13F filing dates vs. subsequent JFLI price moves, JPMORGAN CHASE & CO correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on JFLI relative to SPY over the holding period was +727.1%.

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