UBS Group
JFLX

UBS Group’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

UBS Group’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 		$391K Sell
7,877
-23,732
-75% -$1.19M ﹤0.01% 6251
2025
Q4 		$1.59M Sell
31,609
-66,022
-68% -$3.32M ﹤0.01% 5172
2025
Q3 		$4.9M Buy
+97,631
New +$4.9M ﹤0.01% 4057

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 $945M AUM 17.16% 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 $742M AUM 14.57% 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

UBS Group's JFLX Position: Q1 2026 in Review

UBS Group reduced its JPMorgan Flexible Debt ETF (JFLX) stake by 75% in Q1 2026, selling an estimated $1.19M and leaving 7,877 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #6251.

UBS Group first reported a position in JFLX in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.9M in Q3 2025. 79 funds tracked by Wall St. Rank hold JFLX as of Q1 2026.

  • UBS Group held 7,877 shares of JPMorgan Flexible Debt ETF worth $391K as of Q1 2026.
  • UBS Group sold 23,732 JPMorgan Flexible Debt ETF shares in Q1 2026, an estimated $1.19M.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6251 holding.
  • UBS Group first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's JPMorgan Flexible Debt ETF position peaked at $4.9M in Q3 2025.
  • 79 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.