Envestnet Asset Management
JFLX

Envestnet Asset Management’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Envestnet Asset Management’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 		$7.38M Sell
146,466
-20,284
-12% -$1.02M ﹤0.01% 2166
2026
Q1 		$8.28M Sell
166,750
-2,876
-2% -$145K ﹤0.01% 1957
2025
Q4 		$8.52M Sell
169,626
-104,719
-38% -$5.27M ﹤0.01% 1808
2025
Q3 		$13.8M Buy
+274,345
New +$13.8M ﹤0.01% 1548

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

Envestnet Asset Management's JFLX Position: Q2 2026 in Review

Envestnet Asset Management reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 12% in Q2 2026, selling an estimated $1.02M and leaving 146,466 shares worth $7.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Envestnet Asset Management first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.8M in Q3 2025. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Envestnet Asset Management held 146,466 shares of JPMorgan Flexible Debt ETF worth $7.38M as of Q2 2026.
  • Envestnet Asset Management sold 20,284 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $1.02M.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2166 holding.
  • Envestnet Asset Management first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's JPMorgan Flexible Debt ETF position peaked at $13.8M in Q3 2025.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.