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
Q2 		$1.55M Buy
30,663
+22,786
+289% +$1.14M ﹤0.01% 5343
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 $1.81T 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

UBS Group's JFLX Position: Q2 2026 in Review

UBS Group increased its JPMorgan Flexible Debt ETF (JFLX) stake by 289% in Q2 2026, buying an estimated $1.14M and bringing the position to 30,663 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #5343.

UBS Group first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.9M in Q3 2025. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • UBS Group held 30,663 shares of JPMorgan Flexible Debt ETF worth $1.55M as of Q2 2026.
  • UBS Group bought 22,786 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $1.14M.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5343 holding.
  • UBS Group first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • UBS Group's JPMorgan Flexible Debt ETF position peaked at $4.9M in Q3 2025.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.