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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
Q3 		$4.9M Buy
100,398
+91,950
+1,088% +$4.58M 2.65% 9
2026
Q2 		$426K Buy
+8,448
New +$423K 0.25% 34

Other funds holding JFLX

WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 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
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

GEN Financial Management's JFLX Position: Q3 2026 in Review

GEN Financial Management increased its JPMorgan Flexible Debt ETF (JFLX) stake by 1,088% in Q3 2026, buying an estimated $4.58M and bringing the position to 100,398 shares worth $4.9M. The position accounts for 2.65% of the portfolio, ranked #9.

GEN Financial Management first reported a position in JFLX in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold JFLX as of Q3 2026.

  • GEN Financial Management held 100,398 shares of JPMorgan Flexible Debt ETF worth $4.9M as of Q3 2026.
  • GEN Financial Management bought 91,950 JPMorgan Flexible Debt ETF shares in Q3 2026, an estimated $4.58M.
  • JPMorgan Flexible Debt ETF made up 2.65% of GEN Financial Management's portfolio in Q3 2026, its #9 holding.
  • GEN Financial Management first reported a position in JPMorgan Flexible Debt ETF in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.