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J P Morgan Flexible Debt Etf shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of J P Morgan Flexible Debt Etf (JFLX) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in J P Morgan Flexible Debt Etf

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Flexible Debt Etf held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Flexible Debt Etf by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $259k 5.3k 48.85

More positions owned by Heartwood Wealth Advisors

Vanguard Morningstar Large-cap Etf Etf (VV)
Vanguard Morningstar Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Morningstar Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)
Vanguard Tax-exempt Bond Etf Etf (VTEB)

View all positions for Heartwood Wealth Advisors

Top funds holding J P Morgan Flexible Debt Etf

Jpmorgan Chase & Co
Glenview Trust
Provenance Wealth Advisors
Wells Fargo & Company
Pinnacle Financial Partners
Assetmark
Commonwealth Equity Services
LPL Financial
American Trust
Sterling Investment Advisors
Raymond James Financial
Spartan Wealth Advisory Services
Arq Wealth Advisors
LLBH Private Wealth Management
Cetera Investment Advisers

View all funds holding J P Morgan Flexible Debt Etf