JP Morgan Chase’s PGIM Portfolio Ballast ETF PBL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.99M	Buy	90,269 +21,280	+31%	+$688K	﹤0.01%	3887
2026 Q1	$2.04M	Buy	68,989 +43,754	+173%	+$1.35M	﹤0.01%	4083
2025 Q4	$780K	Buy	+25,235	New	+$790K	﹤0.01%	4760

Other funds holding PBL

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase's PBL Position: Q2 2026 in Review

JP Morgan Chase increased its PGIM Portfolio Ballast ETF (PBL) stake by 31% in Q2 2026, buying an estimated $688K and bringing the position to 90,269 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #3887.

JP Morgan Chase first reported a position in PBL in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold PBL as of Q2 2026.

JP Morgan Chase held 90,269 shares of PGIM Portfolio Ballast ETF worth $2.99M as of Q2 2026.
JP Morgan Chase bought 21,280 PGIM Portfolio Ballast ETF shares in Q2 2026, an estimated $688K.
PGIM Portfolio Ballast ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3887 holding.
JP Morgan Chase first reported a position in PGIM Portfolio Ballast ETF in Q4 2025 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held PGIM Portfolio Ballast ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.