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Patton Albertson Miller Group’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Patton Albertson Miller Group’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 		$555K Sell
11,020
-440
-4% -$22K 0.06% 149
2026
Q1 		$569K Buy
11,460
+763
+7% +$38.4K 0.07% 149
2025
Q4 		$537K Buy
10,697
+654
+7% +$32.9K 0.06% 153
2025
Q3 		$504K Buy
+10,043
New +$504K 0.06% 153

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Glenview Trust
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
Pinnacle Financial Partners (Georgia)
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

Patton Albertson Miller Group's JFLX Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 3.8% in Q2 2026, selling an estimated $22K and leaving 11,020 shares worth $555K. The position accounts for 0.06% of the portfolio, ranked #149.

Patton Albertson Miller Group first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. The position peaked at $569K in Q1 2026. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Patton Albertson Miller Group held 11,020 shares of JPMorgan Flexible Debt ETF worth $555K as of Q2 2026.
  • Patton Albertson Miller Group sold 440 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $22K.
  • JPMorgan Flexible Debt ETF made up 0.06% of Patton Albertson Miller Group's portfolio in Q2 2026, its #149 holding.
  • Patton Albertson Miller Group first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • Patton Albertson Miller Group's JPMorgan Flexible Debt ETF position peaked at $569K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.