Commonwealth Equity Services
JFLX

Commonwealth Equity Services’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Commonwealth Equity Services’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 		$28.4M Buy
562,838
+169,887
+43% +$8.51M 0.04% 480
2026
Q1 		$19.5M Buy
392,951
+12,509
+3% +$630K 0.03% 571
2025
Q4 		$19.1M Buy
380,442
+7,366
+2% +$371K 0.03% 585
2025
Q3 		$18.7M Buy
+373,076
New +$18.7M 0.02% 599

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
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

Commonwealth Equity Services's JFLX Position: Q2 2026 in Review

Commonwealth Equity Services increased its JPMorgan Flexible Debt ETF (JFLX) stake by 43% in Q2 2026, buying an estimated $8.51M and bringing the position to 562,838 shares worth $28.4M. The position accounts for 0.04% of the portfolio, ranked #480.

Commonwealth Equity Services first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Commonwealth Equity Services held 562,838 shares of JPMorgan Flexible Debt ETF worth $28.4M as of Q2 2026.
  • Commonwealth Equity Services bought 169,887 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $8.51M.
  • JPMorgan Flexible Debt ETF made up 0.04% of Commonwealth Equity Services's portfolio in Q2 2026, its #480 holding.
  • Commonwealth Equity Services first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.