JP Morgan Chase
PSMJ icon

JP Morgan Chase’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

JP Morgan Chase’s Portfolio PSMJ Stock Details PSMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.8K Sell
2,004
-1,200
-37% -$38.7K ﹤0.01% 6091
2025
Q4 		$103K Sell
3,204
-173
-5% -$5.5K ﹤0.01% 5873
2025
Q3 		$107K Buy
+3,377
New +$104K ﹤0.01% 5867

Other funds holding PSMJ

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

JP Morgan Chase reduced its Pacer Swan SOS Moderate July ETF (PSMJ) stake by 37% in Q1 2026, selling an estimated $38.7K and leaving 2,004 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6091.

JP Morgan Chase first reported a position in PSMJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $107K in Q3 2025. 24 funds tracked by Wall St. Rank hold PSMJ as of Q1 2026.

  • JP Morgan Chase held 2,004 shares of Pacer Swan SOS Moderate July ETF worth $62.8K as of Q1 2026.
  • JP Morgan Chase sold 1,200 Pacer Swan SOS Moderate July ETF shares in Q1 2026, an estimated $38.7K.
  • Pacer Swan SOS Moderate July ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6091 holding.
  • JP Morgan Chase first reported a position in Pacer Swan SOS Moderate July ETF in Q3 2025 and has held it in 3 quarters since.
  • JP Morgan Chase's Pacer Swan SOS Moderate July ETF position peaked at $107K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate July ETF as of Q1 2026.

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