JP Morgan Chase
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JP Morgan Chase’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

JP Morgan Chase’s Portfolio PSET Stock Details PSET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.8K Buy
+204
New +$15.1K ﹤0.01% 6656
2024
Q3 		– Sell
-20
Closed -$1.36K – 7620
2024
Q2 		$1.36K Buy
+20
New +$1.33K ﹤0.01% 6574

Other funds holding PSET

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) in Q1 2026: 204 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #6656 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in PSET as recently as Q2 2024.

JP Morgan Chase first reported a position in PSET in Q2 2024 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold PSET as of Q1 2026.

  • JP Morgan Chase held 204 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $13.8K as of Q1 2026.
  • Principal Exchange-Traded Funds Principal Quality ETF was a new JP Morgan Chase position in Q1 2026.
  • Principal Exchange-Traded Funds Principal Quality ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6656 holding.
  • JP Morgan Chase first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q2 2024 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q1 2026.

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