JP Morgan Chase
PHD

JP Morgan Chase’s Pioneer Floating Rate Fund PHD Stock Holding History

JP Morgan Chase’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-128
Closed -$1.26K – 7649
2025
Q2 		$1.26K Buy
+128
New +$1.22K ﹤0.01% 6599
2024
Q1 		– Sell
-4,294
Closed -$39.4K – 7774
2023
Q4 		$39.4K Buy
+4,294
New +$38.5K ﹤0.01% 6068
2018
Q3 		– Sell
-397
Closed -$4K – 5773
2018
Q2 		$4K Buy
+397
New +$4.55K ﹤0.01% 5446

Other funds holding PHD

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

JP Morgan Chase's PHD Position: Q3 2025 in Review

JP Morgan Chase sold out of Pioneer Floating Rate Fund (PHD) in Q3 2025, closing a stake of 128 shares — an estimated $1.26K sold.

JP Morgan Chase first reported a position in PHD in Q2 2018 and held it in 3 quarters. The position peaked at $39.4K in Q4 2023. 47 funds tracked by Wall St. Rank hold PHD as of Q3 2025.

  • JP Morgan Chase reported no remaining Pioneer Floating Rate Fund position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 128 Pioneer Floating Rate Fund shares in Q3 2025, an estimated $1.26K.
  • JP Morgan Chase first reported a position in Pioneer Floating Rate Fund in Q2 2018 and held it in 3 quarters.
  • JP Morgan Chase's Pioneer Floating Rate Fund position peaked at $39.4K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.