JP Morgan Chase
PMBS

JP Morgan Chase’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

JP Morgan Chase’s Portfolio PMBS Stock Details PMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.67K Sell
74
-133
-64% -$6.57K ﹤0.01% 7128
2026
Q1 		$10.2K Sell
207
-228
-52% -$11.4K ﹤0.01% 6734
2025
Q4 		$21.6K Buy
435
+421
+3,007% +$20.9K ﹤0.01% 6485
2025
Q3 		$695 Sell
14
-3,086
-100% -$152K ﹤0.01% 7026
2025
Q2 		$152K Buy
+3,100
New +$150K ﹤0.01% 5389

Other funds holding PMBS

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

JP Morgan Chase reduced its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 64% in Q2 2026, selling an estimated $6.57K and leaving 74 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #7128.

JP Morgan Chase first reported a position in PMBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $152K in Q2 2025. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • JP Morgan Chase held 74 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $3.67K as of Q2 2026.
  • JP Morgan Chase sold 133 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $6.57K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7128 holding.
  • JP Morgan Chase first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
  • JP Morgan Chase's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $152K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

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