Heartwood Wealth Advisors’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Heartwood Wealth 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
2026 Q3	$259K	Buy	+5,303	New	+$264K	0.02%	198

Other funds holding JFLX

WIM

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

GFM

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Heartwood Wealth Advisors's JFLX Position: Q3 2026 in Review

Heartwood Wealth Advisors opened a new position in JPMorgan Flexible Debt ETF (JFLX) in Q3 2026: 5,303 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings.

14 funds tracked by Wall St. Rank hold JFLX as of Q3 2026.

Heartwood Wealth Advisors held 5,303 shares of JPMorgan Flexible Debt ETF worth $259K as of Q3 2026.
JPMorgan Flexible Debt ETF was a new Heartwood Wealth Advisors position in Q3 2026.
JPMorgan Flexible Debt ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #198 holding.
14 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.