Klingman & Associates
JFLX icon

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
Q3 		$1.24M Hold
25,367
– – 0.05% 126
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

Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Evolution Wealth Advisors
Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

Klingman & Associates's JFLX Position: Q3 2026 in Review

Klingman & Associates held its JPMorgan Flexible Debt ETF (JFLX) position steady in Q3 2026 at 25,367 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #126.

Klingman & Associates first reported a position in JFLX in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q2 2026. 61 funds tracked by Wall St. Rank hold JFLX as of Q3 2026.

  • Klingman & Associates held 25,367 shares of JPMorgan Flexible Debt ETF worth $1.24M as of Q3 2026.
  • Klingman & Associates left its JPMorgan Flexible Debt ETF share count unchanged in Q3 2026.
  • JPMorgan Flexible Debt ETF made up 0.05% of Klingman & Associates's portfolio in Q3 2026, its #126 holding.
  • Klingman & Associates first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 5 quarters since.
  • Klingman & Associates's JPMorgan Flexible Debt ETF position peaked at $1.28M in Q2 2026.
  • 61 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.