IWC
JFLI

Integrated Wealth Concepts’s JPMorgan Flexible Income ETF JFLI Stock Holding History

Integrated Wealth Concepts’s Portfolio JFLI Stock Details JFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Buy
22,116
+7,479
+51% +$397K 0.01% 1235
2026
Q1 		$734K Buy
+14,637
New +$754K 0.01% 1293

Other funds holding JFLI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Integrated Wealth Concepts's JFLI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan Flexible Income ETF (JFLI) stake by 51% in Q2 2026, buying an estimated $397K and bringing the position to 22,116 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1235.

Integrated Wealth Concepts first reported a position in JFLI in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold JFLI as of Q2 2026.

  • Integrated Wealth Concepts held 22,116 shares of JPMorgan Flexible Income ETF worth $1.2M as of Q2 2026.
  • Integrated Wealth Concepts bought 7,479 JPMorgan Flexible Income ETF shares in Q2 2026, an estimated $397K.
  • JPMorgan Flexible Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1235 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan Flexible Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held JPMorgan Flexible Income ETF as of Q2 2026.

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