JP Morgan Chase

JP Morgan Chase’s Global X US Preferred ETF PFFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.57M	Buy	140,865 +7,254	+5%	+$139K	﹤0.01%	3913
2025 Q4	$2.53M	Buy	133,611 +25,920	+24%	+$496K	﹤0.01%	3906
2025 Q3	$2.09M	Buy	107,691 +71,884	+201%	+$1.39M	﹤0.01%	4049
2025 Q2	$674K	Sell	35,807 -3,296	-8%	-$61.4K	﹤0.01%	4616
2025 Q1	$745K	Sell	39,103 -264	-0.7%	-$5.18K	﹤0.01%	4539
2024 Q4	$768K	Buy	39,367 +3,432	+10%	+$69.9K	﹤0.01%	4799
2024 Q3	$747K	Sell	35,935 -6,442	-15%	-$130K	﹤0.01%	4655
2024 Q2	$834K	Sell	42,377 -14,569	-26%	-$286K	﹤0.01%	4383
2024 Q1	$1.15M	Buy	56,946 +1,612	+3%	+$32.2K	﹤0.01%	4244
2023 Q4	$1.07M	Buy	55,334 +582	+1%	+$10.8K	﹤0.01%	4281
2023 Q3	$1.03M	Buy	+54,752	New	+$1.05M	﹤0.01%	4049
2022 Q2	–	Sell	-546	Closed	-$13K	–	6779
2022 Q1	$13K	Buy	+546	New	+$13.1K	﹤0.01%	6162
2019 Q4	–	Sell	-12,490	Closed	-$313K	–	5819
2019 Q3	$313K	Buy	+12,490	New	+$310K	﹤0.01%	4402

Other funds holding PFFD

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return