KA
JFLX

Klingman & Associates’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Klingman & Associates’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
Q2 		$1.28M Sell
25,367
-346
-1% -$17.3K 0.05% 123
2026
Q1 		$1.28M Buy
25,713
+1,897
+8% +$95.5K 0.06% 112
2025
Q4 		$1.2M Buy
23,816
+5,570
+31% +$280K 0.06% 114
2025
Q3 		$916K Buy
+18,246
New +$916K 0.05% 125

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 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 $617B AUM 30.33% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

Klingman & Associates's JFLX Position: Q2 2026 in Review

Klingman & Associates reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 1.3% in Q2 2026, selling an estimated $17.3K and leaving 25,367 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #123.

Klingman & Associates first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Klingman & Associates held 25,367 shares of JPMorgan Flexible Debt ETF worth $1.28M as of Q2 2026.
  • Klingman & Associates sold 346 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $17.3K.
  • JPMorgan Flexible Debt ETF made up 0.05% of Klingman & Associates's portfolio in Q2 2026, its #123 holding.
  • Klingman & Associates first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.