JP Morgan Chase
PTBD icon

JP Morgan Chase’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

JP Morgan Chase’s Portfolio PTBD Stock Details PTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-33,492
Closed -$642K – 7640
2026
Q1 		$631K Buy
+33,492
New +$647K ﹤0.01% 4854
2025
Q4 		– Hold
0
– – – 7342
2025
Q3 		– Hold
0
– – – 7319
2025
Q2 		– Sell
-81
Closed -$1.59K – 6988
2025
Q1 		$1.63K Buy
+81
New +$1.64K ﹤0.01% 6574
2024
Q4 		– Hold
0
– – – 7319
2024
Q3 		– Hold
0
– – – 7307
2024
Q2 		– Sell
-2
Closed -$76 – 7677
2024
Q1 		$76 Sell
2
-2
-50% -$41 ﹤0.01% 6959
2023
Q4 		$92 Buy
4
+3
+300% +$59 ﹤0.01% 7133
2023
Q3 		$22 Buy
+1
New +$20 ﹤0.01% 7150

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q2 2026, closing a stake of 33,492 shares — an estimated $642K sold.

JP Morgan Chase first reported a position in PTBD in Q3 2023 and held it in 5 quarters. The position peaked at $631K in Q1 2026. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • JP Morgan Chase reported no remaining Pacer Trendpilot US Bond ETF position as of Q2 2026 after selling out during the quarter.
  • JP Morgan Chase sold 33,492 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $642K.
  • JP Morgan Chase first reported a position in Pacer Trendpilot US Bond ETF in Q3 2023 and held it in 5 quarters.
  • JP Morgan Chase's Pacer Trendpilot US Bond ETF position peaked at $631K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

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