JP Morgan Chase’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

JP Morgan Chase’s Portfolio PSF Stock Details PSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5	Closed	-$101	–	7658
2025 Q2	$101	Buy	+5	New	+$97	﹤0.01%	6836
2023 Q4	–	Sell	-895	Closed	-$16.2K	–	7800
2023 Q3	$16.2K	Buy	+895	New	+$16.2K	﹤0.01%	6122
2023 Q2	–	Sell	-2,060	Closed	-$37K	–	7252
2023 Q1	$37K	Buy	+2,060	New	+$41.5K	﹤0.01%	5815

Other funds holding PSF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

JP Morgan Chase's PSF Position: Q3 2025 in Review

JP Morgan Chase sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q3 2025, closing a stake of 5 shares — an estimated $101 sold.

JP Morgan Chase first reported a position in PSF in Q1 2023 and held it in 3 quarters. The position peaked at $37K in Q1 2023. 49 funds tracked by Wall St. Rank hold PSF as of Q3 2025.

JP Morgan Chase reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q3 2025 after selling out during the quarter.
JP Morgan Chase sold 5 Cohen & Steers Select Preferred & Income Fund shares in Q3 2025, an estimated $101.
JP Morgan Chase first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2023 and held it in 3 quarters.
JP Morgan Chase's Cohen & Steers Select Preferred & Income Fund position peaked at $37K in Q1 2023.
49 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.