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
2022
Q4 		– Sell
-96,300
Closed -$2.7M – 6882
2022
Q3 		$2.7M Buy
+96,300
New +$3.17M ﹤0.01% 3223

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 287 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.
  • 287 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.