JP Morgan Chase’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

JP Morgan Chase’s Portfolio LONZ Stock Details LONZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-150,716	Closed	-$7.69M	–	7596
2025 Q2	$7.69M	Buy	+150,716	New	+$7.58M	﹤0.01%	2774
2024 Q4	–	Sell	-103,261	Closed	-$5.28M	–	7591
2024 Q3	$5.28M	Buy	+103,261	New	+$5.27M	﹤0.01%	3179
2023 Q4	–	Sell	-5,760	Closed	-$290K	–	7716
2023 Q3	$290K	Buy	5,760 +5,745	+38,300%	+$288K	﹤0.01%	4812
2023 Q2	$749	Hold	15	–	–	﹤0.01%	6498
2023 Q1	$1K	Hold	15	–	–	﹤0.01%	6528
2022 Q4	$1K	Buy	+15	New	+$734	﹤0.01%	6419
2022 Q3	–	Sell	-138,208	Closed	-$6.68M	–	6679
2022 Q2	$6.68M	Buy	+138,208	New	+$6.77M	﹤0.01%	2518

Other funds holding LONZ

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWIA

Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

JP Morgan Chase's LONZ Position: Q3 2025 in Review

JP Morgan Chase sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q3 2025, closing a stake of 150,716 shares — an estimated $7.69M sold.

JP Morgan Chase first reported a position in LONZ in Q2 2022 and held it in 7 quarters. The position peaked at $7.69M in Q2 2025. 67 funds tracked by Wall St. Rank hold LONZ as of Q3 2025.

JP Morgan Chase reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
JP Morgan Chase sold 150,716 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q3 2025, an estimated $7.69M.
JP Morgan Chase first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2022 and held it in 7 quarters.
JP Morgan Chase's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $7.69M in Q2 2025.
67 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.