OBWA
JFLX

Oak Barrel Wealth Advisory’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Oak Barrel Wealth Advisory’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 		$1.46M Buy
+28,953
New +$1.45M 0.64% 25
2025
Q4 		$1.43M Buy
+28,450
New +$1.43M 0.85% 25

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

Oak Barrel Wealth Advisory's JFLX Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in JPMorgan Flexible Debt ETF (JFLX) in Q2 2026: 28,953 shares worth $1.46M. The stake represents 0.64% of the portfolio and ranks #25 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in JFLX as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in JFLX in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Oak Barrel Wealth Advisory held 28,953 shares of JPMorgan Flexible Debt ETF worth $1.46M as of Q2 2026.
  • JPMorgan Flexible Debt ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • JPMorgan Flexible Debt ETF made up 0.64% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #25 holding.
  • Oak Barrel Wealth Advisory first reported a position in JPMorgan Flexible Debt ETF in Q4 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.