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BankPlus Trust Department’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

BankPlus Trust Department’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
Q2 		– Sell
-1,210
Closed -$60.1K – 491
2026
Q1 		$60.1K Hold
1,210
– – 0.02% 248
2025
Q4 		$60.8K Buy
+1,210
New +$60.9K 0.02% 235

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

BankPlus Trust Department's JFLX Position: Q2 2026 in Review

BankPlus Trust Department sold out of JPMorgan Flexible Debt ETF (JFLX) in Q2 2026, closing a stake of 1,210 shares — an estimated $60.1K sold.

BankPlus Trust Department first reported a position in JFLX in Q4 2025 and held it in 2 quarters. The position peaked at $60.8K in Q4 2025. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • BankPlus Trust Department reported no remaining JPMorgan Flexible Debt ETF position as of Q2 2026 after selling out during the quarter.
  • BankPlus Trust Department sold 1,210 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $60.1K.
  • BankPlus Trust Department first reported a position in JPMorgan Flexible Debt ETF in Q4 2025 and held it in 2 quarters.
  • BankPlus Trust Department's JPMorgan Flexible Debt ETF position peaked at $60.8K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.