JP Morgan Chase
PFXF icon

JP Morgan Chase’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

JP Morgan Chase’s Portfolio PFXF Stock Details PFXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.62M Buy
146,989
+146,849
+104,892% +$2.7M ﹤0.01% 3998
2026
Q1 		$2.43K Sell
140
-77
-35% -$1.4K ﹤0.01% 6984
2025
Q4 		$3.83K Sell
217
-2,718
-93% -$48.2K ﹤0.01% 6852
2025
Q3 		$52.2K Buy
2,935
+2,731
+1,339% +$48.2K ﹤0.01% 6214
2025
Q2 		$3.49K Buy
204
+137
+204% +$2.27K ﹤0.01% 6456
2025
Q1 		$1.12K Sell
67
-19,754
-100% -$341K ﹤0.01% 6613
2024
Q4 		$342K Buy
19,821
+19,744
+25,642% +$355K ﹤0.01% 5235
2024
Q3 		$1.41K Buy
+77
New +$1.36K ﹤0.01% 6682
2023
Q1 		– Sell
-100
Closed -$2K – 7107
2022
Q4 		$2K Buy
+100
New +$1.7K ﹤0.01% 6329
2022
Q1 		– Sell
-980
Closed -$21K – 6905
2021
Q4 		$21K Sell
980
-1,700
-63% -$36.6K ﹤0.01% 6203
2021
Q3 		$57K Buy
2,680
+1,700
+173% +$36.5K ﹤0.01% 5793
2021
Q2 		$21K Hold
980
– – ﹤0.01% 5917
2021
Q1 		$20K Sell
980
-1,400
-59% -$28.6K ﹤0.01% 5703
2020
Q4 		$49K Hold
2,380
– – ﹤0.01% 5161
2020
Q3 		$46K Hold
2,380
– – ﹤0.01% 4954
2020
Q2 		$43K Hold
2,380
– – ﹤0.01% 4874
2020
Q1 		$39K Sell
2,380
-75
-3% -$1.44K ﹤0.01% 4797
2019
Q4 		$50K Buy
2,455
+2,235
+1,016% +$44.9K ﹤0.01% 5128
2019
Q3 		$4K Buy
+220
New +$4.4K ﹤0.01% 5589

Other funds holding PFXF

Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM

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

JP Morgan Chase increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 104,892% in Q2 2026, buying an estimated $2.7M and bringing the position to 146,989 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #3998.

JP Morgan Chase first reported a position in PFXF in Q3 2019 and has held it in 19 quarters since. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • JP Morgan Chase held 146,989 shares of VanEck Preferred Securities ex Financials ETF worth $2.62M as of Q2 2026.
  • JP Morgan Chase bought 146,849 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $2.7M.
  • VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3998 holding.
  • JP Morgan Chase first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2019 and has held it in 19 quarters since.
  • 231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

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