RWML
JFLX

RAFFA WEALTH MANAGEMENT, LLC’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$1.38M Hold
27,436
– – 0.17% 41
2026
Q1 		$1.36M Hold
27,436
– – 0.21% 42
2025
Q4 		$1.38M Hold
27,436
– – 0.21% 45
2025
Q3 		$1.38M Buy
+27,436
New +$1.38M 0.25% 44

Other funds holding JFLX

PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's JFLX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its JPMorgan Flexible Debt ETF (JFLX) position steady in Q2 2026 at 27,436 shares worth $1.38M. The position accounts for 0.17% of the portfolio, ranked #41.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 27,436 shares of JPMorgan Flexible Debt ETF worth $1.38M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its JPMorgan Flexible Debt ETF share count unchanged in Q2 2026.
  • JPMorgan Flexible Debt ETF made up 0.17% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #41 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.