Iron Horse Wealth Management’s JPMorgan Flexible Income ETF JFLI Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$14.9K	Buy	300 +250	+500%	+$11.9K	﹤0.01%	236
2025 Q1	$2.38K	Buy	+50	New	+$2.43K	﹤0.01%	443

Other funds holding JFLI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Iron Horse Wealth Management's JFLI Position: Q2 2025 in Review

Iron Horse Wealth Management increased its JPMorgan Flexible Income ETF (JFLI) stake by 500% in Q2 2025, buying an estimated $11.9K and bringing the position to 300 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Iron Horse Wealth Management first reported a position in JFLI in Q1 2025 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold JFLI as of Q2 2025.

Iron Horse Wealth Management held 300 shares of JPMorgan Flexible Income ETF worth $14.9K as of Q2 2025.
Iron Horse Wealth Management bought 250 JPMorgan Flexible Income ETF shares in Q2 2025, an estimated $11.9K.
JPMorgan Flexible Income ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #236 holding.
Iron Horse Wealth Management first reported a position in JPMorgan Flexible Income ETF in Q1 2025 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held JPMorgan Flexible Income ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.