JP Morgan Chase’s PCM Fund PCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-234	Closed	-$2.08K	–	7777
2023 Q3	$2.08K	Buy	+234	New	+$2.21K	﹤0.01%	6537

Other funds holding PCM

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

JP Morgan Chase's PCM Position: Q4 2023 in Review

JP Morgan Chase sold out of PCM Fund (PCM) in Q4 2023, closing a stake of 234 shares — an estimated $2.08K sold.

JP Morgan Chase first reported a position in PCM in Q3 2023 and held it in 1 quarter. The position peaked at $2.08K in Q3 2023. 24 funds tracked by Wall St. Rank hold PCM as of Q4 2023.

JP Morgan Chase reported no remaining PCM Fund position as of Q4 2023 after selling out during the quarter.
JP Morgan Chase sold 234 PCM Fund shares in Q4 2023, an estimated $2.08K.
JP Morgan Chase first reported a position in PCM Fund in Q3 2023 and held it in 1 quarter.
JP Morgan Chase's PCM Fund position peaked at $2.08K in Q3 2023.
24 funds tracked by Wall St. Rank held PCM Fund as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.