JP Morgan Chase
PREF icon

JP Morgan Chase’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

JP Morgan Chase’s Portfolio PREF Stock Details PREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.67M Buy
192,634
+2,381
+1% +$45.2K ﹤0.01% 3716
2026
Q1 		$3.56M Buy
190,253
+189,567
+27,634% +$3.62M ﹤0.01% 3632
2025
Q4 		$13.1K Buy
686
+588
+600% +$11.2K ﹤0.01% 6602
2025
Q3 		$1.88K Sell
98
-77,197
-100% -$1.47M ﹤0.01% 6929
2025
Q2 		$1.47M Buy
77,295
+74,827
+3,032% +$1.39M ﹤0.01% 4136
2025
Q1 		$46.2K Sell
2,468
-12,803
-84% -$239K ﹤0.01% 5908
2024
Q4 		$284K Sell
15,271
-25,632
-63% -$480K ﹤0.01% 5321
2024
Q3 		$769K Buy
40,903
+38,167
+1,395% +$704K ﹤0.01% 4630
2024
Q2 		$49.9K Buy
+2,736
New +$49.6K ﹤0.01% 5863
2022
Q3 		– Sell
-715
Closed -$12K – 6767
2022
Q2 		$12K Buy
+715
New +$12.9K ﹤0.01% 6003

Other funds holding PREF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JP Morgan Chase increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 1.3% in Q2 2026, buying an estimated $45.2K and bringing the position to 192,634 shares worth $3.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3716.

JP Morgan Chase first reported a position in PREF in Q2 2022 and has held it in 10 quarters since. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • JP Morgan Chase held 192,634 shares of Principal Spectrum Preferred Securities Active ETF worth $3.67M as of Q2 2026.
  • JP Morgan Chase bought 2,381 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $45.2K.
  • Principal Spectrum Preferred Securities Active ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3716 holding.
  • JP Morgan Chase first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2022 and has held it in 10 quarters since.
  • 134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

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