LPL Financial
JFLX

LPL Financial’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

LPL Financial’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 		$24.2M Buy
479,555
+35,956
+8% +$1.8M 0.01% 1451
2026
Q1 		$22M Sell
443,599
-9,646
-2% -$485K 0.01% 1397
2025
Q4 		$22.8M Buy
453,245
+6,118
+1% +$308K 0.01% 1331
2025
Q3 		$22.5M Buy
+447,127
New +$22.5M 0.01% 1292

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
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

LPL Financial's JFLX Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Flexible Debt ETF (JFLX) stake by 8.1% in Q2 2026, buying an estimated $1.8M and bringing the position to 479,555 shares worth $24.2M. The position accounts for 0.01% of the portfolio, ranked #1451.

LPL Financial 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.

  • LPL Financial held 479,555 shares of JPMorgan Flexible Debt ETF worth $24.2M as of Q2 2026.
  • LPL Financial bought 35,956 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $1.8M.
  • JPMorgan Flexible Debt ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1451 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.