JP Morgan Chase
PHK

JP Morgan Chase’s PIMCO High Income Fund PHK Stock Holding History

JP Morgan Chase’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Buy
+2,800
New +$12.9K ﹤0.01% 6844
2024
Q1 		– Sell
-12,736
Closed -$63.6K – 7775
2023
Q4 		$63.6K Buy
+12,736
New +$57.8K ﹤0.01% 5921
2023
Q3 		– Sell
-641
Closed -$3.21K – 7656
2023
Q2 		$3.21K Buy
+641
New +$3.06K ﹤0.01% 6261
2015
Q3 		– Sell
-99,794
Closed -$994K – 4038
2015
Q2 		$994K Buy
+99,794
New +$1.14M ﹤0.01% 3286

Other funds holding PHK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

JP Morgan Chase opened a new position in PIMCO High Income Fund (PHK) in Q2 2026: 2,800 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #6844 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in PHK as recently as Q4 2023.

JP Morgan Chase first reported a position in PHK in Q2 2015 and has held it in 4 quarters since. The position peaked at $994K in Q2 2015. 135 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

  • JP Morgan Chase held 2,800 shares of PIMCO High Income Fund worth $13K as of Q2 2026.
  • PIMCO High Income Fund was a new JP Morgan Chase position in Q2 2026.
  • PIMCO High Income Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6844 holding.
  • JP Morgan Chase first reported a position in PIMCO High Income Fund in Q2 2015 and has held it in 4 quarters since.
  • JP Morgan Chase's PIMCO High Income Fund position peaked at $994K in Q2 2015.
  • 135 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

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