WP
JFLX

WealthPLAN Partners’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

WealthPLAN Partners’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 		$3.16M Buy
62,682
+40,446
+182% +$2.03M 0.6% 43
2026
Q1 		$1.1M Buy
22,236
+12,635
+132% +$636K 0.21% 110
2025
Q4 		$482K Buy
+9,601
New +$483K 0.07% 187

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 Partners's JFLX Position: Q2 2026 in Review

WealthPLAN Partners increased its JPMorgan Flexible Debt ETF (JFLX) stake by 182% in Q2 2026, buying an estimated $2.03M and bringing the position to 62,682 shares worth $3.16M. The position accounts for 0.6% of the portfolio, ranked #43.

WealthPLAN Partners first reported a position in JFLX in Q4 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold JFLX as of Q2 2026.

  • WealthPLAN Partners held 62,682 shares of JPMorgan Flexible Debt ETF worth $3.16M as of Q2 2026.
  • WealthPLAN Partners bought 40,446 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $2.03M.
  • JPMorgan Flexible Debt ETF made up 0.6% of WealthPLAN Partners's portfolio in Q2 2026, its #43 holding.
  • WealthPLAN Partners first reported a position in JPMorgan Flexible Debt ETF in Q4 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.