Focus Partners Wealth
JFLX

Focus Partners Wealth’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Focus Partners Wealth’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
Q1 		$3.61M Sell
72,714
-1,915
-3% -$96.4K ﹤0.01% 1058
2025
Q4 		$3.75M Buy
74,629
+6,422
+9% +$323K ﹤0.01% 1060
2025
Q3 		$3.43M Buy
+68,207
New +$3.43M 0.01% 863

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $945M AUM 17.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Focus Partners Wealth's JFLX Position: Q1 2026 in Review

Focus Partners Wealth reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 2.6% in Q1 2026, selling an estimated $96.4K and leaving 72,714 shares worth $3.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Focus Partners Wealth first reported a position in JFLX in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.75M in Q4 2025. 79 funds tracked by Wall St. Rank hold JFLX as of Q1 2026.

  • Focus Partners Wealth held 72,714 shares of JPMorgan Flexible Debt ETF worth $3.61M as of Q1 2026.
  • Focus Partners Wealth sold 1,915 JPMorgan Flexible Debt ETF shares in Q1 2026, an estimated $96.4K.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1058 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's JPMorgan Flexible Debt ETF position peaked at $3.75M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.