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Cape Investment Advisory’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Cape Investment Advisory’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 		$7.82K Hold
160
– – ﹤0.01% 925
2026
Q2 		$8.06K Buy
+160
New +$8.01K ﹤0.01% 914
2026
Q1 		– Sell
-150
Closed -$7.53K – 1306
2025
Q4 		$7.53K Buy
+150
New +$7.55K ﹤0.01% 806

Other funds holding JFLX

WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cape Investment Advisory's JFLX Position: Q3 2026 in Review

Cape Investment Advisory held its JPMorgan Flexible Debt ETF (JFLX) position steady in Q3 2026 at 160 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Cape Investment Advisory first reported a position in JFLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.06K in Q2 2026. 14 funds tracked by Wall St. Rank hold JFLX as of Q3 2026.

  • Cape Investment Advisory held 160 shares of JPMorgan Flexible Debt ETF worth $7.82K as of Q3 2026.
  • Cape Investment Advisory left its JPMorgan Flexible Debt ETF share count unchanged in Q3 2026.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #925 holding.
  • Cape Investment Advisory first reported a position in JPMorgan Flexible Debt ETF in Q4 2025 and has held it in 3 quarters since.
  • Cape Investment Advisory's JPMorgan Flexible Debt ETF position peaked at $8.06K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.