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
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 $1.56T 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 $742M AUM 14.57% 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
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

LPL Financial's JFLX Position: Q1 2026 in Review

LPL Financial reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 2.1% in Q1 2026, selling an estimated $485K and leaving 443,599 shares worth $22M. The position accounts for 0.01% of the portfolio, ranked #1397.

LPL Financial first reported a position in JFLX in Q3 2025 and has held it in 3 quarters since. The position peaked at $22.8M in Q4 2025. 79 funds tracked by Wall St. Rank hold JFLX as of Q1 2026.

  • LPL Financial held 443,599 shares of JPMorgan Flexible Debt ETF worth $22M as of Q1 2026.
  • LPL Financial sold 9,646 JPMorgan Flexible Debt ETF shares in Q1 2026, an estimated $485K.
  • JPMorgan Flexible Debt ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1397 holding.
  • LPL Financial first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's JPMorgan Flexible Debt ETF position peaked at $22.8M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.