EWS
JFLX

Evergreen Wealth Solutions’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Evergreen Wealth Solutions’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 		$3.98M Buy
+79,551
New +$3.98M 0.21% 84

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

Evergreen Wealth Solutions's JFLX Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in JPMorgan Flexible Debt ETF (JFLX) in Q2 2026: 79,551 shares worth $3.98M. The stake represents 0.21% of the portfolio and ranks #84 among its holdings.

89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Evergreen Wealth Solutions held 79,551 shares of JPMorgan Flexible Debt ETF worth $3.98M as of Q2 2026.
  • JPMorgan Flexible Debt ETF was a new Evergreen Wealth Solutions position in Q2 2026.
  • JPMorgan Flexible Debt ETF made up 0.21% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #84 holding.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.