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

Evolution Wealth 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 		– Sell
-1,025
Closed -$50.9K – 980
2026
Q1 		$50.9K Buy
+1,025
New +$51.6K 0.04% 269

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

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

Evolution Wealth Management sold out of JPMorgan Flexible Debt ETF (JFLX) in Q2 2026, closing a stake of 1,025 shares — an estimated $50.9K sold.

Evolution Wealth Management first reported a position in JFLX in Q1 2026 and held it in 1 quarter. The position peaked at $50.9K in Q1 2026. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Evolution Wealth Management reported no remaining JPMorgan Flexible Debt ETF position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 1,025 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $50.9K.
  • Evolution Wealth Management first reported a position in JPMorgan Flexible Debt ETF in Q1 2026 and held it in 1 quarter.
  • Evolution Wealth Management's JPMorgan Flexible Debt ETF position peaked at $50.9K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.