Rothschild Investment LLC’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Rothschild Investment LLC’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	$18K	Buy	+358	New	+$17.9K	﹤0.01%	1587

Other funds holding JFLX

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIAP

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

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Rothschild Investment LLC's JFLX Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in JPMorgan Flexible Debt ETF (JFLX) in Q2 2026: 358 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1587 among its holdings.

55 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

Rothschild Investment LLC held 358 shares of JPMorgan Flexible Debt ETF worth $18K as of Q2 2026.
JPMorgan Flexible Debt ETF was a new Rothschild Investment LLC position in Q2 2026.
JPMorgan Flexible Debt ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1587 holding.
55 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.