JP Morgan Chase
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JP Morgan Chase’s Phillips Edison & Co PECO Stock Holding History

JP Morgan Chase’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.7M Buy
1,928,640
+136,992
+8% +$5.47M ﹤0.01% 1172
2026
Q1 		$67M Buy
1,791,648
+741,466
+71% +$27.6M ﹤0.01% 1208
2025
Q4 		$37.4M Sell
1,050,182
-50,760
-5% -$1.76M ﹤0.01% 1561
2025
Q3 		$37.8M Buy
1,100,942
+99,167
+10% +$3.44M ﹤0.01% 1596
2025
Q2 		$35.1M Sell
1,001,775
-527,605
-34% -$18.7M ﹤0.01% 1561
2025
Q1 		$55.8M Sell
1,529,380
-208,043
-12% -$7.52M ﹤0.01% 1253
2024
Q4 		$65.1M Buy
1,737,423
+606,055
+54% +$23.1M ﹤0.01% 1162
2024
Q3 		$42.7M Sell
1,131,368
-16,214
-1% -$579K ﹤0.01% 1423
2024
Q2 		$37.5M Buy
1,147,582
+488,040
+74% +$15.9M ﹤0.01% 1407
2024
Q1 		$23.7M Sell
659,542
-214,813
-25% -$7.59M ﹤0.01% 1768
2023
Q4 		$31.9M Buy
874,355
+195,675
+29% +$6.84M ﹤0.01% 1491
2023
Q3 		$22.8M Sell
678,680
-16,995
-2% -$588K ﹤0.01% 1581
2023
Q2 		$23.7M Sell
695,675
-43,494
-6% -$1.36M ﹤0.01% 1579
2023
Q1 		$24.1M Buy
739,169
+110,875
+18% +$3.63M ﹤0.01% 1526
2022
Q4 		$20M Buy
628,294
+6,680
+1% +$205K ﹤0.01% 1679
2022
Q3 		$17.4M Sell
621,614
-10,721
-2% -$352K ﹤0.01% 1680
2022
Q2 		$21.1M Buy
632,335
+271,223
+75% +$9.21M ﹤0.01% 1575
2022
Q1 		$12.4M Sell
361,112
-54,377
-13% -$1.79M ﹤0.01% 2160
2021
Q4 		$13.7M Buy
415,489
+219,168
+112% +$7.03M ﹤0.01% 2153
2021
Q3 		$6.03M Buy
+196,321
New +$5.76M ﹤0.01% 2887

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

JP Morgan Chase increased its Phillips Edison & Co (PECO) stake by 7.6% in Q2 2026, buying an estimated $5.47M and bringing the position to 1,928,640 shares worth $81.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

JP Morgan Chase first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • JP Morgan Chase held 1,928,640 shares of Phillips Edison & Co worth $81.7M as of Q2 2026.
  • JP Morgan Chase bought 136,992 Phillips Edison & Co shares in Q2 2026, an estimated $5.47M.
  • Phillips Edison & Co made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1172 holding.
  • JP Morgan Chase first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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