SWASL
JFLX icon

Spartan Wealth Advisory Services LLC’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Spartan Wealth Advisory Services 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 		$21.6M Buy
429,039
+7,549
+2% +$378K 1.77% 10
2026
Q1 		$20.9M Buy
+421,490
New +$21.2M 1.83% 10

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Glenview Trust
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
Pinnacle Financial Partners (Georgia)
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

Spartan Wealth Advisory Services LLC's JFLX Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its JPMorgan Flexible Debt ETF (JFLX) stake by 1.8% in Q2 2026, buying an estimated $378K and bringing the position to 429,039 shares worth $21.6M. The position accounts for 1.77% of the portfolio, ranked #10.

Spartan Wealth Advisory Services LLC first reported a position in JFLX in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 429,039 shares of JPMorgan Flexible Debt ETF worth $21.6M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 7,549 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $378K.
  • JPMorgan Flexible Debt ETF made up 1.77% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #10 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in JPMorgan Flexible Debt ETF in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.