Jones Financial Companies
JFLX

Jones Financial Companies’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Jones Financial Companies’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
Q1 		$2.99M Buy
60,480
+8,679
+17% +$437K ﹤0.01% 1266
2025
Q4 		$2.6M Buy
+51,801
New +$2.61M ﹤0.01% 851

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 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 $530B AUM 22.01% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B 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
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Jones Financial Companies's JFLX Position: Q1 2026 in Review

Jones Financial Companies increased its JPMorgan Flexible Debt ETF (JFLX) stake by 17% in Q1 2026, buying an estimated $437K and bringing the position to 60,480 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Jones Financial Companies first reported a position in JFLX in Q4 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold JFLX as of Q1 2026.

  • Jones Financial Companies held 60,480 shares of JPMorgan Flexible Debt ETF worth $2.99M as of Q1 2026.
  • Jones Financial Companies bought 8,679 JPMorgan Flexible Debt ETF shares in Q1 2026, an estimated $437K.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1266 holding.
  • Jones Financial Companies first reported a position in JPMorgan Flexible Debt ETF in Q4 2025 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.