MWM
JFLX

Modern Wealth Management’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Modern Wealth Management’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 		$1.13M Sell
22,395
-159,229
-88% -$7.97M 0.01% 493
2026
Q1 		$9M Buy
+181,624
New +$9.14M 0.15% 143

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

Modern Wealth Management's JFLX Position: Q2 2026 in Review

Modern Wealth Management reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 88% in Q2 2026, selling an estimated $7.97M and leaving 22,395 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #493.

Modern Wealth Management first reported a position in JFLX in Q1 2026 and has held it in 2 quarters since. The position peaked at $9M in Q1 2026. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Modern Wealth Management held 22,395 shares of JPMorgan Flexible Debt ETF worth $1.13M as of Q2 2026.
  • Modern Wealth Management sold 159,229 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $7.97M.
  • JPMorgan Flexible Debt ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #493 holding.
  • Modern Wealth Management first reported a position in JPMorgan Flexible Debt ETF in Q1 2026 and has held it in 2 quarters since.
  • Modern Wealth Management's JPMorgan Flexible Debt ETF position peaked at $9M in Q1 2026.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.