LAS
JFLX

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

LWM 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
Q1 		$3.93M Sell
79,111
-178,395
-69% -$8.98M 4.2% 6
2025
Q4 		$12.9M Buy
257,506
+4,997
+2% +$252K 7.58% 3
2025
Q3 		$12.7M Buy
+252,509
New +$12.7M 7.39% 2

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

LWM Advisory Services's JFLX Position: Q1 2026 in Review

LWM Advisory Services reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 69% in Q1 2026, selling an estimated $8.98M and leaving 79,111 shares worth $3.93M. The position accounts for 4.2% of the portfolio, ranked #6.

LWM Advisory Services first reported a position in JFLX in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.9M in Q4 2025. 79 funds tracked by Wall St. Rank hold JFLX as of Q1 2026.

  • LWM Advisory Services held 79,111 shares of JPMorgan Flexible Debt ETF worth $3.93M as of Q1 2026.
  • LWM Advisory Services sold 178,395 JPMorgan Flexible Debt ETF shares in Q1 2026, an estimated $8.98M.
  • JPMorgan Flexible Debt ETF made up 4.2% of LWM Advisory Services's portfolio in Q1 2026, its #6 holding.
  • LWM Advisory Services first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 3 quarters since.
  • LWM Advisory Services's JPMorgan Flexible Debt ETF position peaked at $12.9M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.