JP Morgan Chase
PDO

JP Morgan Chase’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

JP Morgan Chase’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$14 – 7689
2025
Q3 		$14 Sell
1
-742
-100% -$10.2K ﹤0.01% 7303
2025
Q2 		$10K Buy
+743
New +$9.91K ﹤0.01% 6314
2023
Q4 		– Sell
-32,989
Closed -$392K – 7780
2023
Q3 		$392K Buy
+32,989
New +$421K ﹤0.01% 4630

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase's PDO Position: Q4 2025 in Review

JP Morgan Chase sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2025, closing a stake of 1 share — an estimated $14 sold.

JP Morgan Chase first reported a position in PDO in Q3 2023 and held it in 3 quarters. The position peaked at $392K in Q3 2023. 128 funds tracked by Wall St. Rank hold PDO as of Q4 2025.

  • JP Morgan Chase reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 1 PIMCO Dynamic Income Opportunities Fund share in Q4 2025, an estimated $14.
  • JP Morgan Chase first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2023 and held it in 3 quarters.
  • JP Morgan Chase's PIMCO Dynamic Income Opportunities Fund position peaked at $392K in Q3 2023.
  • 128 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.