JPMorgan Chase & Co. Increases Holdings in Pimco Total Return ETF

On January 5, 2025, it was reported that JPMorgan Chase & Co. has increased its investment in the Pimco Total Return ETF (NYSEARCA:BOND) by 19.5% during the third quarter of the year. After acquiring an additional 87,231 shares, JPMorgan Chase & Co. now holds a total of 533,646 shares in this exchange-traded fund (ETF). The value of their holdings amounted to approximately $50.49 million at the close of the most recent reporting period.

Other institutional investors have also made adjustments to their positions in the Pimco Total Return ETF. For example, CWM LLC expanded its stake by 16.3% in the third quarter, owning 3,612,414 shares worth about $341.77 million after adding 505,632 shares. Similarly, Tectonic Advisors LLC raised its investment by 1.2%, holding 1,828,250 shares valued at $172.97 million post a purchase of 20,982 shares during the same period.

LPL Financial LLC significantly increased its stakes, growing by 40.7% to possess 1,273,677 shares worth $120.50 million after acquiring 368,354 shares. OneDigital Investment Advisors LLC and Commonwealth Equity Services LLC also reported boosts to their holdings in the ETF, with increases of 22.4% and 48.5%, respectively.

Pimco Total Return ETF Stock Performance

As of the latest trading day, the Pimco Total Return ETF's shares opened at $90.35. The ETF has experienced fluctuations over the past year, with a low of $88.88 and a high of $95.32. Its fifty-day moving average stands at $91.52, while the 200-day moving average is $92.55. The market capitalization of the fund is approximately $4.16 billion, with a price-to-earnings (P/E) ratio of 1.59 and a beta of 0.18. These figures point to the ETF's relative stability compared to other investments.

Overview of Pimco Total Return ETF

The PIMCO Active Bond Exchange-Traded Fund (BOND) is designed to track the Barclays U.S. Aggregate index. This actively managed fund aims to generate consistent dividend income by diversifying investments across a wide range of fixed-income sectors while employing efficient income strategies.

Investors interested in tracking insider trades and the latest updates on the Pimco Total Return ETF can explore further information available through financial news sources.

JPMorgan, ETF, Pimco