BWL
JFLX

Bogart Wealth LLC’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Bogart Wealth 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
Q2 		– Sell
-2,565
Closed -$127K – 2109
2026
Q1 		$127K Buy
+2,565
New +$129K ﹤0.01% 328

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GT
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
PFPG
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

Bogart Wealth LLC's JFLX Position: Q2 2026 in Review

Bogart Wealth LLC sold out of JPMorgan Flexible Debt ETF (JFLX) in Q2 2026, closing a stake of 2,565 shares — an estimated $127K sold.

Bogart Wealth LLC first reported a position in JFLX in Q1 2026 and held it in 1 quarter. The position peaked at $127K in Q1 2026. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Bogart Wealth LLC reported no remaining JPMorgan Flexible Debt ETF position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 2,565 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $127K.
  • Bogart Wealth LLC first reported a position in JPMorgan Flexible Debt ETF in Q1 2026 and held it in 1 quarter.
  • Bogart Wealth LLC's JPMorgan Flexible Debt ETF position peaked at $127K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.