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
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 $11.5B AUM 15.23% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JP Morgan Chase increased its TCW Transform Systems ETF (PWRD) stake by 13% in Q1 2026, buying an estimated $39.7M and bringing the position to 3,419,913 shares worth $321M. The position accounts for 0.02% of the portfolio, ranked #532.

JP Morgan Chase first reported a position in PWRD in Q3 2023 and has held it in 11 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • JP Morgan Chase held 3,419,913 shares of TCW Transform Systems ETF worth $321M as of Q1 2026.
  • JP Morgan Chase bought 390,116 TCW Transform Systems ETF shares in Q1 2026, an estimated $39.7M.
  • TCW Transform Systems ETF made up 0.02% of JP Morgan Chase's portfolio in Q1 2026, its #532 holding.
  • JP Morgan Chase first reported a position in TCW Transform Systems ETF in Q3 2023 and has held it in 11 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

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