Sterling Investment Advisors (Pennsylvania)’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$21.5M	Buy	433,541 +19,562	+5%	+$984K	3.9%	2
2025 Q4	$20.8M	Buy	413,979 +44,667	+12%	+$2.25M	3.83%	2
2025 Q3	$18.5M	Buy	+369,312	New	+$18.5M	3.61%	2

Other funds holding JFLX

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $945M AUM 17.16% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM