SWP
JFLX

Stratos Wealth Partners’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Stratos Wealth Partners’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 		$459K Sell
9,247
-200
-2% -$10.1K 0.01% 1097
2025
Q4 		$474K Sell
9,447
-2
-0% -$101 0.01% 1070
2025
Q3 		$475K Buy
+9,449
New +$475K 0.01% 1037

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 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 $530B AUM 22.01% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Stratos Wealth Partners's JFLX Position: Q1 2026 in Review

Stratos Wealth Partners reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 2.1% in Q1 2026, selling an estimated $10.1K and leaving 9,247 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #1097.

Stratos Wealth Partners first reported a position in JFLX in Q3 2025 and has held it in 3 quarters since. The position peaked at $475K in Q3 2025. 79 funds tracked by Wall St. Rank hold JFLX as of Q1 2026.

  • Stratos Wealth Partners held 9,247 shares of JPMorgan Flexible Debt ETF worth $459K as of Q1 2026.
  • Stratos Wealth Partners sold 200 JPMorgan Flexible Debt ETF shares in Q1 2026, an estimated $10.1K.
  • JPMorgan Flexible Debt ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1097 holding.
  • Stratos Wealth Partners first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 3 quarters since.
  • Stratos Wealth Partners's JPMorgan Flexible Debt ETF position peaked at $475K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.