AssetMark Inc
JFLX

AssetMark Inc’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

AssetMark Inc’s Portfolio JFLX Stock Details JFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.3M Sell
630,258
-9,333
-1% -$470K 0.06% 235
2025
Q4 		$32.1M Sell
639,591
-48,052
-7% -$2.42M 0.07% 233
2025
Q3 		$34.5M Buy
+687,643
New +$34.5M 0.07% 207

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $945M AUM 17.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

AssetMark Inc's JFLX Position: Q1 2026 in Review

AssetMark Inc reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 1.5% in Q1 2026, selling an estimated $470K and leaving 630,258 shares worth $31.3M. The position accounts for 0.06% of the portfolio, ranked #235.

AssetMark Inc first reported a position in JFLX in Q3 2025 and has held it in 3 quarters since. The position peaked at $34.5M in Q3 2025. 79 funds tracked by Wall St. Rank hold JFLX as of Q1 2026.

  • AssetMark Inc held 630,258 shares of JPMorgan Flexible Debt ETF worth $31.3M as of Q1 2026.
  • AssetMark Inc sold 9,333 JPMorgan Flexible Debt ETF shares in Q1 2026, an estimated $470K.
  • JPMorgan Flexible Debt ETF made up 0.06% of AssetMark Inc's portfolio in Q1 2026, its #235 holding.
  • AssetMark Inc first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 3 quarters since.
  • AssetMark Inc's JPMorgan Flexible Debt ETF position peaked at $34.5M in Q3 2025.
  • 79 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.