BFG
JFLX

Bleakley Financial Group’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Bleakley Financial Group’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 		$13.2M Buy
261,497
+4,565
+2% +$229K 0.17% 101
2026
Q1 		$12.8M Sell
256,932
-16,126
-6% -$812K 0.2% 94
2025
Q4 		$13.7M Buy
+273,058
New +$13.7M 0.24% 73

Other funds holding JFLX

PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
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
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

Bleakley Financial Group's JFLX Position: Q2 2026 in Review

Bleakley Financial Group increased its JPMorgan Flexible Debt ETF (JFLX) stake by 1.8% in Q2 2026, buying an estimated $229K and bringing the position to 261,497 shares worth $13.2M. The position accounts for 0.17% of the portfolio, ranked #101.

Bleakley Financial Group first reported a position in JFLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.7M in Q4 2025. 55 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Bleakley Financial Group held 261,497 shares of JPMorgan Flexible Debt ETF worth $13.2M as of Q2 2026.
  • Bleakley Financial Group bought 4,565 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $229K.
  • JPMorgan Flexible Debt ETF made up 0.17% of Bleakley Financial Group's portfolio in Q2 2026, its #101 holding.
  • Bleakley Financial Group first reported a position in JPMorgan Flexible Debt ETF in Q4 2025 and has held it in 3 quarters since.
  • Bleakley Financial Group's JPMorgan Flexible Debt ETF position peaked at $13.7M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.