Stifel Financial
JFLX

Stifel Financial’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Stifel Financial’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 		$281K Buy
+5,575
New +$279K ﹤0.01% 3322
2026
Q1 		– Sell
-5,901
Closed -$296K – 3771
2025
Q4 		$296K Buy
5,901
+30
+0.5% +$1.51K ﹤0.01% 3165
2025
Q3 		$295K Buy
+5,871
New +$295K ﹤0.01% 3121

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

Stifel Financial's JFLX Position: Q2 2026 in Review

Stifel Financial opened a new position in JPMorgan Flexible Debt ETF (JFLX) in Q2 2026: 5,575 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #3322 among its holdings. This is a return to the name: Stifel Financial previously reported a position in JFLX as recently as Q4 2025.

Stifel Financial first reported a position in JFLX in Q3 2025 and has held it in 3 quarters since. The position peaked at $296K in Q4 2025. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • Stifel Financial held 5,575 shares of JPMorgan Flexible Debt ETF worth $281K as of Q2 2026.
  • JPMorgan Flexible Debt ETF was a new Stifel Financial position in Q2 2026.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3322 holding.
  • Stifel Financial first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 3 quarters since.
  • Stifel Financial's JPMorgan Flexible Debt ETF position peaked at $296K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.