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 Q3	–	Sell	-74	Closed	-$3.67K	–	8605
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McNamara Financial Services Marshfield, Massachusetts $585M AUM 11.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Spectrum Investment Advisors Mequon, Wisconsin $241M AUM 9.47% 1-Year Est. Return

JP Morgan Chase's PMBS Position: Q3 2026 in Review

JP Morgan Chase sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q3 2026, closing a stake of 74 shares — an estimated $3.67K sold.

JP Morgan Chase first reported a position in PMBS in Q2 2025 and held it in 5 quarters. The position peaked at $152K in Q2 2025. 75 funds tracked by Wall St. Rank hold PMBS as of Q3 2026.

JP Morgan Chase reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
JP Morgan Chase sold 74 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q3 2026, an estimated $3.67K.
JP Morgan Chase first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q2 2025 and held it in 5 quarters.
JP Morgan Chase's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $152K in Q2 2025.
75 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.