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Certified Advisory Corp’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Certified Advisory Corp’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 		$884K Sell
17,534
-128
-0.7% -$6.41K 0.07% 178
2026
Q1 		$877K Buy
17,662
+10,815
+158% +$544K 0.08% 170
2025
Q4 		$344K Buy
6,847
+1,927
+39% +$97K 0.03% 250
2025
Q3 		$247K Buy
+4,920
New +$247K 0.02% 288

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

Certified Advisory Corp's JFLX Position: Q2 2026 in Review

Certified Advisory Corp reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 0.72% in Q2 2026, selling an estimated $6.41K and leaving 17,534 shares worth $884K. The position accounts for 0.07% of the portfolio, ranked #178.

Certified Advisory Corp first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Certified Advisory Corp held 17,534 shares of JPMorgan Flexible Debt ETF worth $884K as of Q2 2026.
  • Certified Advisory Corp sold 128 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $6.41K.
  • JPMorgan Flexible Debt ETF made up 0.07% of Certified Advisory Corp's portfolio in Q2 2026, its #178 holding.
  • Certified Advisory Corp first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.