JP Morgan Chase
PWRD

JP Morgan Chase’s TCW Transform Systems ETF PWRD Stock Holding History

JP Morgan Chase’s Portfolio PWRD Stock Details PWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365M Sell
3,058,493
-361,420
-11% -$40.4M 0.02% 548
2026
Q1 		$321M Buy
3,419,913
+390,116
+13% +$39.7M 0.02% 532
2025
Q4 		$291M Buy
3,029,797
+480,792
+19% +$47.2M 0.02% 541
2025
Q3 		$249M Buy
2,549,005
+99,267
+4% +$9.23M 0.01% 621
2025
Q2 		$221M Buy
2,449,738
+102,086
+4% +$7.88M 0.01% 648
2025
Q1 		$164M Buy
2,347,652
+337,540
+17% +$25.5M 0.01% 742
2024
Q4 		$146M Buy
2,010,112
+1,915,887
+2,033% +$144M 0.01% 777
2024
Q3 		$6.97M Buy
94,225
+35,859
+61% +$2.48M ﹤0.01% 2940
2024
Q2 		$3.98M Buy
58,366
+15,814
+37% +$1.09M ﹤0.01% 3220
2024
Q1 		$2.91M Buy
42,552
+23,263
+121% +$1.43M ﹤0.01% 3537
2023
Q4 		$1.09M Buy
19,289
+17,347
+893% +$921K ﹤0.01% 4268
2023
Q3 		$99.4K Buy
+1,942
New +$102K ﹤0.01% 5473

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JP Morgan Chase reduced its TCW Transform Systems ETF (PWRD) stake by 11% in Q2 2026, selling an estimated $40.4M and leaving 3,058,493 shares worth $365M. The position accounts for 0.02% of the portfolio, ranked #548.

JP Morgan Chase first reported a position in PWRD in Q3 2023 and has held it in 12 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • JP Morgan Chase held 3,058,493 shares of TCW Transform Systems ETF worth $365M as of Q2 2026.
  • JP Morgan Chase sold 361,420 TCW Transform Systems ETF shares in Q2 2026, an estimated $40.4M.
  • TCW Transform Systems ETF made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #548 holding.
  • JP Morgan Chase first reported a position in TCW Transform Systems ETF in Q3 2023 and has held it in 12 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

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