SW
JFLX

Simplicity Wealth’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Simplicity Wealth’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 		$1.68M Buy
33,250
+3,526
+12% +$177K 0.06% 315
2026
Q1 		$1.48M Buy
29,724
+2,109
+8% +$106K 0.08% 221
2025
Q4 		$1.39M Buy
27,615
+3,006
+12% +$151K 0.08% 233
2025
Q3 		$1.24M Buy
+24,609
New +$1.24M 0.07% 256

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 $7.23B AUM 27.68% 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

Simplicity Wealth's JFLX Position: Q2 2026 in Review

Simplicity Wealth increased its JPMorgan Flexible Debt ETF (JFLX) stake by 12% in Q2 2026, buying an estimated $177K and bringing the position to 33,250 shares worth $1.68M. The position accounts for 0.06% of the portfolio, ranked #315.

Simplicity Wealth first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Simplicity Wealth held 33,250 shares of JPMorgan Flexible Debt ETF worth $1.68M as of Q2 2026.
  • Simplicity Wealth bought 3,526 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $177K.
  • JPMorgan Flexible Debt ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #315 holding.
  • Simplicity Wealth first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.