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
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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $146M AUM 15.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

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

JP Morgan Chase reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 0.48% in Q1 2026, selling an estimated $1.71K and leaving 6,603 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #5212.

JP Morgan Chase first reported a position in TIPZ in Q3 2014 and has held it in 14 quarters since. The position peaked at $1.28M in Q3 2014. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • JP Morgan Chase held 6,603 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $351K as of Q1 2026.
  • JP Morgan Chase sold 32 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $1.71K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5212 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 14 quarters since.
  • JP Morgan Chase's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.28M in Q3 2014.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

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