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
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 $95.4B AUM 38.74% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase's PMBS Position: Q1 2026 in Review

JP Morgan Chase reduced its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 52% in Q1 2026, selling an estimated $11.4K and leaving 207 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6734.

JP Morgan Chase first reported a position in PMBS in Q2 2025 and has held it in 4 quarters since. The position peaked at $152K in Q2 2025. 99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

  • JP Morgan Chase held 207 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $10.2K as of Q1 2026.
  • JP Morgan Chase sold 228 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $11.4K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6734 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 4 quarters since.
  • JP Morgan Chase's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $152K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.