WIM
JFLX

WealthPlan Investment Management’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

WealthPlan Investment Management’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 		$13.1M Buy
260,215
+63,057
+32% +$3.16M 0.65% 41
2026
Q1 		$9.79M Buy
197,158
+102,276
+108% +$5.15M 0.55% 48
2025
Q4 		$4.76M Buy
94,882
+26,789
+39% +$1.35M 0.3% 87
2025
Q3 		$3.42M Buy
+68,093
New +$3.42M 0.23% 101

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

WealthPlan Investment Management's JFLX Position: Q2 2026 in Review

WealthPlan Investment Management increased its JPMorgan Flexible Debt ETF (JFLX) stake by 32% in Q2 2026, buying an estimated $3.16M and bringing the position to 260,215 shares worth $13.1M. The position accounts for 0.65% of the portfolio, ranked #41.

WealthPlan Investment Management first reported a position in JFLX in Q3 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • WealthPlan Investment Management held 260,215 shares of JPMorgan Flexible Debt ETF worth $13.1M as of Q2 2026.
  • WealthPlan Investment Management bought 63,057 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $3.16M.
  • JPMorgan Flexible Debt ETF made up 0.65% of WealthPlan Investment Management's portfolio in Q2 2026, its #41 holding.
  • WealthPlan Investment Management first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.