KPP Advisory Services’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

KPP Advisory Services’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	$425K	Buy	+8,694	New	+$433K	0.07%	210

Other funds holding JFLX

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

KPP Advisory Services's JFLX Position: Q3 2026 in Review

KPP Advisory Services opened a new position in JPMorgan Flexible Debt ETF (JFLX) in Q3 2026: 8,694 shares worth $425K. The stake represents 0.07% of the portfolio and ranks #210 among its holdings.

61 funds tracked by Wall St. Rank hold JFLX as of Q3 2026.

KPP Advisory Services held 8,694 shares of JPMorgan Flexible Debt ETF worth $425K as of Q3 2026.
JPMorgan Flexible Debt ETF was a new KPP Advisory Services position in Q3 2026.
JPMorgan Flexible Debt ETF made up 0.07% of KPP Advisory Services's portfolio in Q3 2026, its #210 holding.
61 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q3 2026.

Based on KPP Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.