WealthPlan Investment Management, LLC
Position in JFLX — JPMorgan Flexible Debt ETF
CIK 1929986
OMAHA, NE
All Filings in JFLX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JFLX | $9,793,035 | 197,158 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 JFLX | $4,764,974 | 94,882 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 JFLX | $3,419,289 | 68,093 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||