JP Morgan Chase’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-300	Closed	-$7.48K	–	7690
2025 Q3	$7.48K	Buy	+300	New	+$7.37K	﹤0.01%	6707
2024 Q3	–	Sell	-500	Closed	-$11.1K	–	7605
2024 Q2	$11.1K	Hold	500	–	–	﹤0.01%	6239
2024 Q1	$10.6K	Hold	500	–	–	﹤0.01%	6339
2023 Q4	$10.2K	Hold	500	–	–	﹤0.01%	6392
2023 Q3	$9.91K	Buy	+500	New	+$8.42K	﹤0.01%	6258
2023 Q2	–	Sell	-13,513	Closed	-$197K	–	7234
2023 Q1	$197K	Sell	13,513 -1,554	-10%	-$23.5K	﹤0.01%	5076
2022 Q4	$225K	Buy	+15,067	New	+$229K	﹤0.01%	4980

Other funds holding PDX

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q4 2025, closing a stake of 300 shares — an estimated $7.48K sold.

JP Morgan Chase first reported a position in PDX in Q4 2022 and held it in 7 quarters. The position peaked at $225K in Q4 2022. 94 funds tracked by Wall St. Rank hold PDX as of Q4 2025.

JP Morgan Chase reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q4 2025 after selling out during the quarter.
JP Morgan Chase sold 300 PIMCO Dynamic Income Strategy Fund shares in Q4 2025, an estimated $7.48K.
JP Morgan Chase first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2022 and held it in 7 quarters.
JP Morgan Chase's PIMCO Dynamic Income Strategy Fund position peaked at $225K in Q4 2022.
94 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q4 2025.

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