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Halbert Hargrove Global Advisors’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Halbert Hargrove Global Advisors’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
2025
Q4 		– Sell
-434
Closed -$21.8K – 768
2025
Q3 		$21.8K Buy
+434
New +$21.8K ﹤0.01% 241

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 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
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Halbert Hargrove Global Advisors's JFLX Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of JPMorgan Flexible Debt ETF (JFLX) in Q4 2025, closing a stake of 434 shares — an estimated $21.8K sold.

Halbert Hargrove Global Advisors first reported a position in JFLX in Q3 2025 and held it in 1 quarter. The position peaked at $21.8K in Q3 2025. 79 funds tracked by Wall St. Rank hold JFLX as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining JPMorgan Flexible Debt ETF position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 434 JPMorgan Flexible Debt ETF shares in Q4 2025, an estimated $21.8K.
  • Halbert Hargrove Global Advisors first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's JPMorgan Flexible Debt ETF position peaked at $21.8K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.