JP Morgan Chase
PAXS

JP Morgan Chase’s PIMCO Access Income Fund PAXS Stock Holding History

JP Morgan Chase’s Portfolio PAXS Stock Details PAXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-41,303
Closed -$613K – 7230
2023
Q1 		$613K Buy
+41,303
New +$627K ﹤0.01% 4355

Other funds holding PAXS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return

JP Morgan Chase's PAXS Position: Q2 2023 in Review

JP Morgan Chase sold out of PIMCO Access Income Fund (PAXS) in Q2 2023, closing a stake of 41,303 shares — an estimated $613K sold.

JP Morgan Chase first reported a position in PAXS in Q1 2023 and held it in 1 quarter. The position peaked at $613K in Q1 2023. 44 funds tracked by Wall St. Rank hold PAXS as of Q2 2023.

  • JP Morgan Chase reported no remaining PIMCO Access Income Fund position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 41,303 PIMCO Access Income Fund shares in Q2 2023, an estimated $613K.
  • JP Morgan Chase first reported a position in PIMCO Access Income Fund in Q1 2023 and held it in 1 quarter.
  • JP Morgan Chase's PIMCO Access Income Fund position peaked at $613K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.