5W
JFLI

5T Wealth’s JPMorgan Flexible Income ETF JFLI Stock Holding History

5T Wealth’s Portfolio JFLI Stock Details JFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.2M Buy
40,345
+1,829
+5% +$97.1K 0.82% 36
2026
Q1 		$1.93M Buy
38,516
+15,521
+67% +$799K 0.76% 41
2025
Q4 		$1.17M Buy
+22,995
New +$1.17M 0.47% 53

Other funds holding JFLI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

5T Wealth's JFLI Position: Q2 2026 in Review

5T Wealth increased its JPMorgan Flexible Income ETF (JFLI) stake by 4.7% in Q2 2026, buying an estimated $97.1K and bringing the position to 40,345 shares worth $2.2M. The position accounts for 0.82% of the portfolio, ranked #36.

5T Wealth first reported a position in JFLI in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold JFLI as of Q2 2026.

  • 5T Wealth held 40,345 shares of JPMorgan Flexible Income ETF worth $2.2M as of Q2 2026.
  • 5T Wealth bought 1,829 JPMorgan Flexible Income ETF shares in Q2 2026, an estimated $97.1K.
  • JPMorgan Flexible Income ETF made up 0.82% of 5T Wealth's portfolio in Q2 2026, its #36 holding.
  • 5T Wealth first reported a position in JPMorgan Flexible Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held JPMorgan Flexible Income ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.