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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
Q3 		$3.88M Buy
79,418
+16,736
+27% +$833K 0.71% 38
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

WIM
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
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
Krilogy Financial
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
FA
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

WealthPLAN Partners's JFLX Position: Q3 2026 in Review

WealthPLAN Partners increased its JPMorgan Flexible Debt ETF (JFLX) stake by 27% in Q3 2026, buying an estimated $833K and bringing the position to 79,418 shares worth $3.88M. The position accounts for 0.71% of the portfolio, ranked #38.

WealthPLAN Partners first reported a position in JFLX in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold JFLX as of Q3 2026.

  • WealthPLAN Partners held 79,418 shares of JPMorgan Flexible Debt ETF worth $3.88M as of Q3 2026.
  • WealthPLAN Partners bought 16,736 JPMorgan Flexible Debt ETF shares in Q3 2026, an estimated $833K.
  • JPMorgan Flexible Debt ETF made up 0.71% of WealthPLAN Partners's portfolio in Q3 2026, its #38 holding.
  • WealthPLAN Partners first reported a position in JPMorgan Flexible Debt ETF in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.