EWA
JFLX

Evolution Wealth Advisors’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Evolution Wealth Advisors’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 		$11.3M Sell
223,817
-4,606
-2% -$231K 1.32% 15
2026
Q1 		$11.3M Buy
228,423
+1,580
+0.7% +$79.5K 1.16% 14
2025
Q4 		$11.4M Sell
226,843
-3,864
-2% -$195K 1.15% 14
2025
Q3 		$11.6M Buy
+230,707
New +$11.6M 1.56% 14

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

Evolution Wealth Advisors's JFLX Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 2% in Q2 2026, selling an estimated $231K and leaving 223,817 shares worth $11.3M. The position accounts for 1.32% of the portfolio, ranked #15.

Evolution Wealth Advisors first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.6M in Q3 2025. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Evolution Wealth Advisors held 223,817 shares of JPMorgan Flexible Debt ETF worth $11.3M as of Q2 2026.
  • Evolution Wealth Advisors sold 4,606 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $231K.
  • JPMorgan Flexible Debt ETF made up 1.32% of Evolution Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Evolution Wealth Advisors first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • Evolution Wealth Advisors's JPMorgan Flexible Debt ETF position peaked at $11.6M in Q3 2025.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.