GEN Financial Management’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

GEN Financial 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	$426K	Buy	+8,448	New	+$423K	0.25%	34

Other funds holding JFLX

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GEN Financial Management's JFLX Position: Q2 2026 in Review

GEN Financial Management opened a new position in JPMorgan Flexible Debt ETF (JFLX) in Q2 2026: 8,448 shares worth $426K. The stake represents 0.25% of the portfolio and ranks #34 among its holdings.

38 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

GEN Financial Management held 8,448 shares of JPMorgan Flexible Debt ETF worth $426K as of Q2 2026.
JPMorgan Flexible Debt ETF was a new GEN Financial Management position in Q2 2026.
JPMorgan Flexible Debt ETF made up 0.25% of GEN Financial Management's portfolio in Q2 2026, its #34 holding.
38 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.