JP Morgan Chase
PRFD icon

JP Morgan Chase’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

JP Morgan Chase’s Portfolio PRFD Stock Details PRFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.62K Sell
52
-5,857
-99% -$302K ﹤0.01% 6970
2025
Q4 		$304K Sell
5,909
-13,621
-70% -$705K ﹤0.01% 5305
2025
Q3 		$1.01M Buy
19,530
+19,486
+44,286% +$996K ﹤0.01% 4590
2025
Q2 		$2.24K Buy
+44
New +$2.2K ﹤0.01% 6523
2024
Q3 		– Sell
-2,099
Closed -$104K – 7616
2024
Q2 		$104K Buy
+2,099
New +$103K ﹤0.01% 5498
2023
Q2 		– Sell
-15,500
Closed -$723K – 7249
2023
Q1 		$723K Buy
+15,500
New +$760K ﹤0.01% 4260

Other funds holding PRFD

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

JP Morgan Chase reduced its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 99% in Q1 2026, selling an estimated $302K and leaving 52 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #6970.

JP Morgan Chase first reported a position in PRFD in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.01M in Q3 2025. 44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • JP Morgan Chase held 52 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $2.62K as of Q1 2026.
  • JP Morgan Chase sold 5,857 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $302K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6970 holding.
  • JP Morgan Chase first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2023 and has held it in 6 quarters since.
  • JP Morgan Chase's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $1.01M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

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