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

Perigon 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 Q3	$8.35M	Sell	171,023 -1,612	-0.9%	-$80.2K	0.13%	144
2026 Q2	$8.7M	Buy	172,635 +20,285	+13%	+$1.02M	0.14%	148
2026 Q1	$7.57M	Buy	152,350 +6,364	+4%	+$320K	0.14%	150
2025 Q4	$7.33M	Buy	145,986 +5,399	+4%	+$272K	0.13%	148
2025 Q3	$7.06M	Buy	+140,587	New	+$7.06M	0.14%	142

Other funds holding JFLX

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

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

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Perigon Wealth Management's JFLX Position: Q3 2026 in Review

Perigon Wealth Management reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 0.93% in Q3 2026, selling an estimated $80.2K and leaving 171,023 shares worth $8.35M. The position accounts for 0.13% of the portfolio, ranked #144.

Perigon Wealth Management first reported a position in JFLX in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.7M in Q2 2026. 38 funds tracked by Wall St. Rank hold JFLX as of Q3 2026.

Perigon Wealth Management held 171,023 shares of JPMorgan Flexible Debt ETF worth $8.35M as of Q3 2026.
Perigon Wealth Management sold 1,612 JPMorgan Flexible Debt ETF shares in Q3 2026, an estimated $80.2K.
JPMorgan Flexible Debt ETF made up 0.13% of Perigon Wealth Management's portfolio in Q3 2026, its #144 holding.
Perigon Wealth Management first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 5 quarters since.
Perigon Wealth Management's JPMorgan Flexible Debt ETF position peaked at $8.7M in Q2 2026.
38 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.