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 Q3	$18.2M	Buy	372,462 +112,247	+43%	+$5.59M	0.88%	28
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

GFM

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

WealthPlan Investment Management's JFLX Position: Q3 2026 in Review

WealthPlan Investment Management increased its JPMorgan Flexible Debt ETF (JFLX) stake by 43% in Q3 2026, buying an estimated $5.59M and bringing the position to 372,462 shares worth $18.2M. The position accounts for 0.88% of the portfolio, ranked #28.

WealthPlan Investment Management first reported a position in JFLX in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold JFLX as of Q3 2026.

WealthPlan Investment Management held 372,462 shares of JPMorgan Flexible Debt ETF worth $18.2M as of Q3 2026.
WealthPlan Investment Management bought 112,247 JPMorgan Flexible Debt ETF shares in Q3 2026, an estimated $5.59M.
JPMorgan Flexible Debt ETF made up 0.88% of WealthPlan Investment Management's portfolio in Q3 2026, its #28 holding.
WealthPlan Investment Management first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 5 quarters since.
14 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.