SP
JFLI

Sequent Planning’s JPMorgan Flexible Income ETF JFLI Stock Holding History

Sequent Planning’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 		$220K Buy
+4,049
New +$215K 0.05% 262

Other funds holding JFLI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Sequent Planning's JFLI Position: Q2 2026 in Review

Sequent Planning opened a new position in JPMorgan Flexible Income ETF (JFLI) in Q2 2026: 4,049 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #262 among its holdings.

18 funds tracked by Wall St. Rank hold JFLI as of Q2 2026.

  • Sequent Planning held 4,049 shares of JPMorgan Flexible Income ETF worth $220K as of Q2 2026.
  • JPMorgan Flexible Income ETF was a new Sequent Planning position in Q2 2026.
  • JPMorgan Flexible Income ETF made up 0.05% of Sequent Planning's portfolio in Q2 2026, its #262 holding.
  • 18 funds tracked by Wall St. Rank held JPMorgan Flexible Income ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.