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
Q2 		$3.6M Sell
71,497
-1,217
-2% -$61K ﹤0.01% 1095
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 $1.81T 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

Focus Partners Wealth's JFLX Position: Q2 2026 in Review

Focus Partners Wealth reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 1.7% in Q2 2026, selling an estimated $61K and leaving 71,497 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Focus Partners Wealth first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.75M in Q4 2025. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Focus Partners Wealth held 71,497 shares of JPMorgan Flexible Debt ETF worth $3.6M as of Q2 2026.
  • Focus Partners Wealth sold 1,217 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $61K.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1095 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's JPMorgan Flexible Debt ETF position peaked at $3.75M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.