JP Morgan Chase
TIPZ icon

JP Morgan Chase’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

JP Morgan Chase’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$128K Sell
2,429
-4,174
-63% -$221K ﹤0.01% 5873
2026
Q1 		$351K Sell
6,603
-32
-0.5% -$1.71K ﹤0.01% 5212
2025
Q4 		$347K Buy
6,635
+1,118
+20% +$59.8K ﹤0.01% 5247
2025
Q3 		$296K Sell
5,517
-101
-2% -$5.39K ﹤0.01% 5304
2025
Q2 		$299K Buy
5,618
+5,145
+1,088% +$272K ﹤0.01% 5030
2025
Q1 		$25.5K Buy
+473
New +$25K ﹤0.01% 6082
2024
Q2 		– Sell
-14
Closed -$747 – 7741
2024
Q1 		$747 Sell
14
-1
-7% -$53 ﹤0.01% 6670
2023
Q4 		$800 Sell
15
-5,490
-100% -$286K ﹤0.01% 6865
2023
Q3 		$285K Buy
5,505
+4,860
+753% +$257K ﹤0.01% 4829
2023
Q2 		$34.9K Buy
+645
New +$35.3K ﹤0.01% 5798
2022
Q1 		– Sell
-95
Closed -$6K – 7017
2021
Q4 		$6K Hold
95
– – ﹤0.01% 6398
2021
Q3 		$6K Hold
95
– – ﹤0.01% 6232
2021
Q2 		$6K Hold
95
– – ﹤0.01% 6101
2021
Q1 		$6K Buy
+95
New +$6.16K ﹤0.01% 5847
2014
Q4 		– Sell
-22,555
Closed -$1.28M – 4359
2014
Q3 		$1.28M Buy
+22,555
New +$1.31M ﹤0.01% 3183

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $164M AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

JP Morgan Chase reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 63% in Q2 2026, selling an estimated $221K and leaving 2,429 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #5873.

JP Morgan Chase first reported a position in TIPZ in Q3 2014 and has held it in 15 quarters since. The position peaked at $1.28M in Q3 2014. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

  • JP Morgan Chase held 2,429 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $128K as of Q2 2026.
  • JP Morgan Chase sold 4,174 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $221K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5873 holding.
  • JP Morgan Chase first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2014 and has held it in 15 quarters since.
  • JP Morgan Chase's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.28M in Q3 2014.
  • 36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

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