Osaic Holdings
JFLX

Osaic Holdings’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Osaic Holdings’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 		$1.73M Buy
34,308
+6,900
+25% +$346K ﹤0.01% 2444
2026
Q1 		$1.36M Sell
27,408
-7,597
-22% -$382K ﹤0.01% 2414
2025
Q4 		$1.76M Sell
35,005
-24,012
-41% -$1.21M ﹤0.01% 2190
2025
Q3 		$2.96M Buy
+59,017
New +$2.96M ﹤0.01% 1857

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

Osaic Holdings's JFLX Position: Q2 2026 in Review

Osaic Holdings increased its JPMorgan Flexible Debt ETF (JFLX) stake by 25% in Q2 2026, buying an estimated $346K and bringing the position to 34,308 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Osaic Holdings first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.96M in Q3 2025. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Osaic Holdings held 34,308 shares of JPMorgan Flexible Debt ETF worth $1.73M as of Q2 2026.
  • Osaic Holdings bought 6,900 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $346K.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2444 holding.
  • Osaic Holdings first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • Osaic Holdings's JPMorgan Flexible Debt ETF position peaked at $2.96M in Q3 2025.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.