RWM
JFLX

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

Raffa 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
Q2 		$1.38M Hold
27,436
– – 0.17% 41
2026
Q1 		$1.36M Hold
27,436
– – 0.21% 42
2025
Q4 		$1.38M Hold
27,436
– – 0.21% 45
2025
Q3 		$1.38M Buy
+27,436
New +$1.38M 0.25% 44

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 $6.37B AUM 22.63% 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

Raffa Wealth Management's JFLX Position: Q2 2026 in Review

Raffa Wealth Management held its JPMorgan Flexible Debt ETF (JFLX) position steady in Q2 2026 at 27,436 shares worth $1.38M. The position accounts for 0.17% of the portfolio, ranked #41.

Raffa Wealth Management first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Raffa Wealth Management held 27,436 shares of JPMorgan Flexible Debt ETF worth $1.38M as of Q2 2026.
  • Raffa Wealth Management left its JPMorgan Flexible Debt ETF share count unchanged in Q2 2026.
  • JPMorgan Flexible Debt ETF made up 0.17% of Raffa Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Raffa Wealth Management first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.