JPMorgan Preferred and Income Securities Fund

JPMorgan Preferred and Income Securities Fund is a registered fund series of JPMorgan Trust IV (series S000075349). Net assets $2.0B as of 2026-03-31.

Profile

Advisers

Top holdings (177 reported)

Showing 15 of 177 holdings by value.

HoldingTickerValue% of fund
JPMorgan Prime Money Market Fund$62.2M315.76%
UBS Group AG$56.9M288.78%
Invesco Preferred ETF$41.9M212.67%
Banco Santander SA$40.6M206.28%
HSBC Holdings plc$40.5M205.31%
Wells Fargo & Co.$40.1M203.67%
BNP Paribas SA$39.7M201.46%
Charles Schwab Corp. (The)$37.3M189.41%
ING Groep NV$37.1M188.20%
Bank of America Corp.$33.1M167.97%
Banco Bilbao Vizcaya Argentaria SA$32.4M164.22%
PNC Financial Services Group, Inc. (The)$31.7M161.02%
Goldman Sachs Group, Inc. (The)$30.3M154.01%
Corebridge Financial, Inc.$29.5M149.47%
Bank of America Corp.$27.9M141.67%

Net asset history

Report dateNet assets
2026-03-31$2.0B
2025-12-31$1.9B
2025-09-30$1.6B
2025-06-30$1.4B
2025-03-31$1.2B
2024-12-31$1.2B
2024-09-30$1.2B
2024-06-30$979.3M

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