VisionPoint Advisory Group
JFLX icon

VisionPoint Advisory Group’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

VisionPoint Advisory 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
Q3 		$476K Buy
9,736
+186
+2% +$9.26K 0.07% 257
2026
Q2 		$481K Sell
9,550
-59
-0.6% -$2.96K 0.08% 265
2026
Q1 		$477K Buy
9,609
+162
+2% +$8.15K 0.09% 228
2025
Q4 		$474K Buy
+9,447
New +$476K 0.09% 220

Other funds holding JFLX

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

VisionPoint Advisory Group's JFLX Position: Q3 2026 in Review

VisionPoint Advisory Group increased its JPMorgan Flexible Debt ETF (JFLX) stake by 1.9% in Q3 2026, buying an estimated $9.26K and bringing the position to 9,736 shares worth $476K. The position accounts for 0.07% of the portfolio, ranked #257.

VisionPoint Advisory Group first reported a position in JFLX in Q4 2025 and has held it in 4 quarters since. The position peaked at $481K in Q2 2026. 18 funds tracked by Wall St. Rank hold JFLX as of Q3 2026.

  • VisionPoint Advisory Group held 9,736 shares of JPMorgan Flexible Debt ETF worth $476K as of Q3 2026.
  • VisionPoint Advisory Group bought 186 JPMorgan Flexible Debt ETF shares in Q3 2026, an estimated $9.26K.
  • JPMorgan Flexible Debt ETF made up 0.07% of VisionPoint Advisory Group's portfolio in Q3 2026, its #257 holding.
  • VisionPoint Advisory Group first reported a position in JPMorgan Flexible Debt ETF in Q4 2025 and has held it in 4 quarters since.
  • VisionPoint Advisory Group's JPMorgan Flexible Debt ETF position peaked at $481K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.