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
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 $1.56T 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 $945M AUM 17.16% 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 $49B AUM 17.78% 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 $552M AUM 26% 1-Year Est. Return

Klingman & Associates's JFLX Position: Q1 2026 in Review

Klingman & Associates increased its JPMorgan Flexible Debt ETF (JFLX) stake by 8% in Q1 2026, buying an estimated $95.5K and bringing the position to 25,713 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #112.

Klingman & Associates first reported a position in JFLX in Q3 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold JFLX as of Q1 2026.

  • Klingman & Associates held 25,713 shares of JPMorgan Flexible Debt ETF worth $1.28M as of Q1 2026.
  • Klingman & Associates bought 1,897 JPMorgan Flexible Debt ETF shares in Q1 2026, an estimated $95.5K.
  • JPMorgan Flexible Debt ETF made up 0.06% of Klingman & Associates's portfolio in Q1 2026, its #112 holding.
  • Klingman & Associates first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.