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
Q2 		$9.19K Buy
179
+127
+244% +$6.49K ﹤0.01% 6945
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 $123B AUM 45.23% 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 $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

JP Morgan Chase increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 244% in Q2 2026, buying an estimated $6.49K and bringing the position to 179 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #6945.

JP Morgan Chase first reported a position in PRFD in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2025. 51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • JP Morgan Chase held 179 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $9.19K as of Q2 2026.
  • JP Morgan Chase bought 127 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $6.49K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6945 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 7 quarters since.
  • JP Morgan Chase's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $1.01M in Q3 2025.
  • 51 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

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