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Fagan Associates’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Fagan Associates’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
Q3 		$304K Hold
6,215
– – 0.04% 118
2026
Q2 		$313K Buy
+6,215
New +$311K 0.04% 116

Other funds holding JFLX

WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Fagan Associates's JFLX Position: Q3 2026 in Review

Fagan Associates held its JPMorgan Flexible Debt ETF (JFLX) position steady in Q3 2026 at 6,215 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #118.

Fagan Associates first reported a position in JFLX in Q2 2026 and has held it in 2 quarters since. The position peaked at $313K in Q2 2026. 14 funds tracked by Wall St. Rank hold JFLX as of Q3 2026.

  • Fagan Associates held 6,215 shares of JPMorgan Flexible Debt ETF worth $304K as of Q3 2026.
  • Fagan Associates left its JPMorgan Flexible Debt ETF share count unchanged in Q3 2026.
  • JPMorgan Flexible Debt ETF made up 0.04% of Fagan Associates's portfolio in Q3 2026, its #118 holding.
  • Fagan Associates first reported a position in JPMorgan Flexible Debt ETF in Q2 2026 and has held it in 2 quarters since.
  • Fagan Associates's JPMorgan Flexible Debt ETF position peaked at $313K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q3 2026.

Based on Fagan Associates's 13F filing for Q3 2026, filed 13 Oct 2026.