LFA
JFLI

LGT Financial Advisors’s JPMorgan Flexible Income ETF JFLI Stock Holding History

LGT Financial Advisors’s Portfolio JFLI Stock Details JFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.9K Hold
457
– – 0.13% 90
2026
Q1 		$22.9K Buy
457
+15
+3% +$772 0.12% 97
2025
Q4 		$22.4K Buy
+442
New +$22.5K 0.14% 98

Other funds holding JFLI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

LGT Financial Advisors's JFLI Position: Q2 2026 in Review

LGT Financial Advisors held its JPMorgan Flexible Income ETF (JFLI) position steady in Q2 2026 at 457 shares worth $24.9K. The position accounts for 0.13% of the portfolio, ranked #90.

LGT Financial Advisors first reported a position in JFLI in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold JFLI as of Q2 2026.

  • LGT Financial Advisors held 457 shares of JPMorgan Flexible Income ETF worth $24.9K as of Q2 2026.
  • LGT Financial Advisors left its JPMorgan Flexible Income ETF share count unchanged in Q2 2026.
  • JPMorgan Flexible Income ETF made up 0.13% of LGT Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • LGT Financial Advisors first reported a position in JPMorgan Flexible Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held JPMorgan Flexible Income ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.