PWA
JFLX

Provenance Wealth Advisors’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Provenance Wealth Advisors’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 		$73M Buy
1,449,324
+23,296
+2% +$1.17M 6.96% 4
2026
Q1 		$70.8M Sell
1,426,028
-14,743
-1% -$742K 7.5% 5
2025
Q4 		$72.4M Buy
+1,440,771
New +$72.5M 8.02% 4

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
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
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Provenance Wealth Advisors's JFLX Position: Q2 2026 in Review

Provenance Wealth Advisors increased its JPMorgan Flexible Debt ETF (JFLX) stake by 1.6% in Q2 2026, buying an estimated $1.17M and bringing the position to 1,449,324 shares worth $73M. The position accounts for 6.96% of the portfolio, ranked #4.

Provenance Wealth Advisors first reported a position in JFLX in Q4 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Provenance Wealth Advisors held 1,449,324 shares of JPMorgan Flexible Debt ETF worth $73M as of Q2 2026.
  • Provenance Wealth Advisors bought 23,296 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $1.17M.
  • JPMorgan Flexible Debt ETF made up 6.96% of Provenance Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Provenance Wealth Advisors first reported a position in JPMorgan Flexible Debt ETF in Q4 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.