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
Q3 		$91.6K Buy
1,165
+782
+204% +$61.5K ﹤0.01% 6264
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

Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
Golden State Wealth Management
Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

JP Morgan Chase's PSET Position: Q3 2026 in Review

JP Morgan Chase increased its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 204% in Q3 2026, buying an estimated $61.5K and bringing the position to 1,165 shares worth $91.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6264.

JP Morgan Chase first reported a position in PSET in Q2 2024 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold PSET as of Q3 2026.

  • JP Morgan Chase held 1,165 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $91.6K as of Q3 2026.
  • JP Morgan Chase bought 782 Principal Exchange-Traded Funds Principal Quality ETF shares in Q3 2026, an estimated $61.5K.
  • Principal Exchange-Traded Funds Principal Quality ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #6264 holding.
  • JP Morgan Chase first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q2 2024 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.