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Greenwich Wealth Management’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Greenwich Wealth 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 		$4.09M Buy
81,112
+27,767
+52% +$1.39M 0.15% 81
2026
Q1 		$2.65M Buy
+53,345
New +$2.68M 0.11% 100

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Glenview Trust
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
Pinnacle Financial Partners (Georgia)
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

Greenwich Wealth Management's JFLX Position: Q2 2026 in Review

Greenwich Wealth Management increased its JPMorgan Flexible Debt ETF (JFLX) stake by 52% in Q2 2026, buying an estimated $1.39M and bringing the position to 81,112 shares worth $4.09M. The position accounts for 0.15% of the portfolio, ranked #81.

Greenwich Wealth Management first reported a position in JFLX in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Greenwich Wealth Management held 81,112 shares of JPMorgan Flexible Debt ETF worth $4.09M as of Q2 2026.
  • Greenwich Wealth Management bought 27,767 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $1.39M.
  • JPMorgan Flexible Debt ETF made up 0.15% of Greenwich Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Greenwich Wealth Management first reported a position in JPMorgan Flexible Debt ETF in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

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