RFN
JFLI

RDA Financial Network’s JPMorgan Flexible Income ETF JFLI Stock Holding History

RDA Financial Network’s Portfolio JFLI Stock Details JFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
3,976
-98
-2% -$5.2K 0.05% 276
2026
Q1 		$204K Buy
+4,074
New +$210K 0.05% 267

Other funds holding JFLI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
3IP
3Chopt Investment Partners Richmond, Virginia $532M AUM 35.46% 1-Year Est. Return
LFA
LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

RDA Financial Network's JFLI Position: Q2 2026 in Review

RDA Financial Network reduced its JPMorgan Flexible Income ETF (JFLI) stake by 2.4% in Q2 2026, selling an estimated $5.2K and leaving 3,976 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #276.

RDA Financial Network first reported a position in JFLI in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold JFLI as of Q2 2026.

  • RDA Financial Network held 3,976 shares of JPMorgan Flexible Income ETF worth $216K as of Q2 2026.
  • RDA Financial Network sold 98 JPMorgan Flexible Income ETF shares in Q2 2026, an estimated $5.2K.
  • JPMorgan Flexible Income ETF made up 0.05% of RDA Financial Network's portfolio in Q2 2026, its #276 holding.
  • RDA Financial Network first reported a position in JPMorgan Flexible Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held JPMorgan Flexible Income ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.