Wealthspire Advisors (New York)
JFLX icon

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
Q2 		$212K Buy
4,215
+50
+1% +$2.5K ﹤0.01% 1147
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 $1.81T AUM 41.13% 1-Year Est. Return
Glenview Trust
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
Pinnacle Financial Partners (Georgia)
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

Wealthspire Advisors (New York)'s JFLX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its JPMorgan Flexible Debt ETF (JFLX) stake by 1.2% in Q2 2026, buying an estimated $2.5K and bringing the position to 4,215 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Wealthspire Advisors (New York) 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.

  • Wealthspire Advisors (New York) held 4,215 shares of JPMorgan Flexible Debt ETF worth $212K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 50 JPMorgan Flexible Debt ETF shares in Q2 2026, an estimated $2.5K.
  • JPMorgan Flexible Debt ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1147 holding.
  • Wealthspire Advisors (New York) 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 Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.