WANY
JFLX

Wealthspire Advisors (New York)’s JPMorgan Flexible Debt ETF JFLX Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$207K Buy
4,165
+53
+1% +$2.67K ﹤0.01% 855
2025
Q4 		$207K Buy
4,112
+32
+0.8% +$1.61K ﹤0.01% 964
2025
Q3 		$205K Buy
+4,080
New +$205K ﹤0.01% 784

Other funds holding JFLX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 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 $530B AUM 22.01% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B 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
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s JFLX Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its JPMorgan Flexible Debt ETF (JFLX) stake by 1.3% in Q1 2026, buying an estimated $2.67K and bringing the position to 4,165 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Wealthspire Advisors (New York) first reported a position in JFLX in Q3 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold JFLX as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,165 shares of JPMorgan Flexible Debt ETF worth $207K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 53 JPMorgan Flexible Debt ETF shares in Q1 2026, an estimated $2.67K.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #855 holding.
  • Wealthspire Advisors (New York) first reported a position in JPMorgan Flexible Debt ETF in Q3 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held JPMorgan Flexible Debt ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.