BFSG LLC’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

BFSG LLC’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 Q3	$3.47K	Buy	+71	New	+$3.53K	﹤0.01%	697

Other funds holding JFLX

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

BFSG LLC's JFLX Position: Q3 2026 in Review

BFSG LLC opened a new position in JPMorgan Flexible Debt ETF (JFLX) in Q3 2026: 71 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #697 among its holdings.

61 funds tracked by Wall St. Rank hold JFLX as of Q3 2026.

BFSG LLC held 71 shares of JPMorgan Flexible Debt ETF worth $3.47K as of Q3 2026.
JPMorgan Flexible Debt ETF was a new BFSG LLC position in Q3 2026.
JPMorgan Flexible Debt ETF made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #697 holding.
61 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.