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
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

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

JP Morgan Chase's PFL Position: Q1 2024 in Review

JP Morgan Chase sold out of PIMCO Income Strategy Fund (PFL) in Q1 2024, closing a stake of 5,996 shares — an estimated $50.6K sold.

JP Morgan Chase first reported a position in PFL in Q1 2023 and held it in 3 quarters. The position peaked at $50.6K in Q4 2023. 64 funds tracked by Wall St. Rank hold PFL as of Q1 2024.

  • JP Morgan Chase reported no remaining PIMCO Income Strategy Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 5,996 PIMCO Income Strategy Fund shares in Q1 2024, an estimated $50.6K.
  • JP Morgan Chase first reported a position in PIMCO Income Strategy Fund in Q1 2023 and held it in 3 quarters.
  • JP Morgan Chase's PIMCO Income Strategy Fund position peaked at $50.6K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.