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
Q2 		$28.8K Buy
383
+179
+88% +$13.3K ﹤0.01% 6627
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 $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

JP Morgan Chase increased its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 88% in Q2 2026, buying an estimated $13.3K and bringing the position to 383 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6627.

JP Morgan Chase first reported a position in PSET in Q2 2024 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold PSET as of Q2 2026.

  • JP Morgan Chase held 383 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $28.8K as of Q2 2026.
  • JP Morgan Chase bought 179 Principal Exchange-Traded Funds Principal Quality ETF shares in Q2 2026, an estimated $13.3K.
  • Principal Exchange-Traded Funds Principal Quality ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6627 holding.
  • JP Morgan Chase first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q2 2024 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q2 2026.

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