JWM
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JPL Wealth Management’s Flex FLEX Stock Holding History

JPL Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2K Buy
63
+13
+26% +$1.58K ﹤0.01% 581
2026
Q1 		$3.27K Buy
+50
New +$3.2K ﹤0.01% 806
2025
Q4 		– Sell
-30
Closed -$1.74K – 474
2025
Q3 		$1.74K Buy
+30
New +$1.59K ﹤0.01% 889

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JPL Wealth Management's FLEX Position: Q2 2026 in Review

JPL Wealth Management increased its Flex (FLEX) stake by 26% in Q2 2026, buying an estimated $1.58K and bringing the position to 63 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

JPL Wealth Management first reported a position in FLEX in Q3 2025 and has held it in 3 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • JPL Wealth Management held 63 shares of Flex worth $10.2K as of Q2 2026.
  • JPL Wealth Management bought 13 Flex shares in Q2 2026, an estimated $1.58K.
  • Flex made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #581 holding.
  • JPL Wealth Management first reported a position in Flex in Q3 2025 and has held it in 3 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.