AWM
JFLI

AE Wealth Management’s JPMorgan Flexible Income ETF JFLI Stock Holding History

AE Wealth Management’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 		– Sell
-100
Closed -$5.02K – 2811
2026
Q1 		$5.02K Buy
+100
New +$5.15K ﹤0.01% 2371

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
5W
5T Wealth Napa, California $269M AUM 17.81% 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

AE Wealth Management's JFLI Position: Q2 2026 in Review

AE Wealth Management sold out of JPMorgan Flexible Income ETF (JFLI) in Q2 2026, closing a stake of 100 shares — an estimated $5.02K sold.

AE Wealth Management first reported a position in JFLI in Q1 2026 and held it in 1 quarter. The position peaked at $5.02K in Q1 2026. 18 funds tracked by Wall St. Rank hold JFLI as of Q2 2026.

  • AE Wealth Management reported no remaining JPMorgan Flexible Income ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 100 JPMorgan Flexible Income ETF shares in Q2 2026, an estimated $5.02K.
  • AE Wealth Management first reported a position in JPMorgan Flexible Income ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's JPMorgan Flexible Income ETF position peaked at $5.02K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held JPMorgan Flexible Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.