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 Q2	–	Sell	-79,111	Closed	-$3.93M	–	98
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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

LWM Advisory Services's JFLX Position: Q2 2026 in Review

LWM Advisory Services sold out of JPMorgan Flexible Debt ETF (JFLX) in Q2 2026, closing a stake of 79,111 shares — an estimated $3.93M sold.

LWM Advisory Services first reported a position in JFLX in Q3 2025 and held it in 3 quarters. The position peaked at $12.9M in Q4 2025. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

LWM Advisory Services reported no remaining JPMorgan Flexible Debt ETF position as of Q2 2026 after selling out during the quarter.
LWM Advisory Services sold 79,111 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $3.93M.
LWM Advisory Services first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and held it in 3 quarters.
LWM Advisory Services's JPMorgan Flexible Debt ETF position peaked at $12.9M in Q4 2025.
89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.