JP Morgan Chase
PFL

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

JP Morgan Chase’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.3K Buy
+3,117
New +$24.5K ﹤0.01% 6674
2024
Q1 		– Sell
-5,996
Closed -$50.6K – 7769
2023
Q4 		$50.6K Buy
5,996
+5,496
+1,099% +$43K ﹤0.01% 5996
2023
Q3 		$3.83K Buy
+500
New +$4.01K ﹤0.01% 6417
2023
Q2 		– Sell
-5,855
Closed -$48K – 7235
2023
Q1 		$48K Buy
+5,855
New +$49.8K ﹤0.01% 5717

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

JP Morgan Chase opened a new position in PIMCO Income Strategy Fund (PFL) in Q2 2026: 3,117 shares worth $24.3K. The stake represents ﹤0.01% of the portfolio and ranks #6674 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in PFL as recently as Q4 2023.

JP Morgan Chase first reported a position in PFL in Q1 2023 and has held it in 4 quarters since. The position peaked at $50.6K in Q4 2023. 81 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • JP Morgan Chase held 3,117 shares of PIMCO Income Strategy Fund worth $24.3K as of Q2 2026.
  • PIMCO Income Strategy Fund was a new JP Morgan Chase position in Q2 2026.
  • PIMCO Income Strategy Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6674 holding.
  • JP Morgan Chase first reported a position in PIMCO Income Strategy Fund in Q1 2023 and has held it in 4 quarters since.
  • JP Morgan Chase's PIMCO Income Strategy Fund position peaked at $50.6K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

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