RFS
JFLX

Richardson Financial Services’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Richardson Financial Services’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
Q1 		$944 Hold
19
– – ﹤0.01% 563
2025
Q4 		$954 Buy
+19
New +$957 ﹤0.01% 568

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $945M AUM 17.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Richardson Financial Services's JFLX Position: Q1 2026 in Review

Richardson Financial Services held its JPMorgan Flexible Debt ETF (JFLX) position steady in Q1 2026 at 19 shares worth $944. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Richardson Financial Services first reported a position in JFLX in Q4 2025 and has held it in 2 quarters since. The position peaked at $954 in Q4 2025. 79 funds tracked by Wall St. Rank hold JFLX as of Q1 2026.

  • Richardson Financial Services held 19 shares of JPMorgan Flexible Debt ETF worth $944 as of Q1 2026.
  • Richardson Financial Services left its JPMorgan Flexible Debt ETF share count unchanged in Q1 2026.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of Richardson Financial Services's portfolio in Q1 2026, its #563 holding.
  • Richardson Financial Services first reported a position in JPMorgan Flexible Debt ETF in Q4 2025 and has held it in 2 quarters since.
  • Richardson Financial Services's JPMorgan Flexible Debt ETF position peaked at $954 in Q4 2025.
  • 79 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.