Farther Finance Advisors
JFLX icon

Farther Finance Advisors’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Farther Finance 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
Q3 		$227K Sell
4,649
-2,635
-36% -$131K ﹤0.01% 2200
2026
Q2 		$367K Buy
+7,284
New +$365K ﹤0.01% 1787

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
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Farther Finance Advisors's JFLX Position: Q3 2026 in Review

Farther Finance Advisors reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 36% in Q3 2026, selling an estimated $131K and leaving 4,649 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Farther Finance Advisors first reported a position in JFLX in Q2 2026 and has held it in 2 quarters since. The position peaked at $367K in Q2 2026. 14 funds tracked by Wall St. Rank hold JFLX as of Q3 2026.

  • Farther Finance Advisors held 4,649 shares of JPMorgan Flexible Debt ETF worth $227K as of Q3 2026.
  • Farther Finance Advisors sold 2,635 JPMorgan Flexible Debt ETF shares in Q3 2026, an estimated $131K.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2200 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Flexible Debt ETF in Q2 2026 and has held it in 2 quarters since.
  • Farther Finance Advisors's JPMorgan Flexible Debt ETF position peaked at $367K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.