# 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

- Series ID: S000075349
- Registrant: JPMorgan Trust IV
- LEI: 549300HNW9W4T1KS1666
- Net assets: $2.0B
- Total assets: $2.0B
- As of: 2026-03-31

## Advisers

- [J.P. Morgan Investment Management Inc. (Advisor)](https://search.stillhousedata.com/firm/107038)

## Top holdings (177 reported)

_Showing 15 of 177 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [JPMorgan Prime Money Market Fund](https://search.stillhousedata.com/security/46637K844) | — | $62.2M | 315.76% |
| [UBS Group AG](https://search.stillhousedata.com/security/902613BE7) | — | $56.9M | 288.78% |
| [Invesco Preferred ETF](https://search.stillhousedata.com/security/46138E511) | — | $41.9M | 212.67% |
| [Banco Santander SA](https://search.stillhousedata.com/security/05971KAQ2) | — | $40.6M | 206.28% |
| [HSBC Holdings plc](https://search.stillhousedata.com/security/404280CN7) | — | $40.5M | 205.31% |
| [Wells Fargo & Co.](https://search.stillhousedata.com/security/95002YAE3) | — | $40.1M | 203.67% |
| [BNP Paribas SA](https://search.stillhousedata.com/security/05565AM34) | — | $39.7M | 201.46% |
| [Charles Schwab Corp. (The)](https://search.stillhousedata.com/security/808513BJ3) | — | $37.3M | 189.41% |
| ING Groep NV | — | $37.1M | 188.20% |
| [Bank of America Corp.](https://search.stillhousedata.com/security/06055HAH6) | — | $33.1M | 167.97% |
| [Banco Bilbao Vizcaya Argentaria SA](https://search.stillhousedata.com/security/05946KAM3) | — | $32.4M | 164.22% |
| [PNC Financial Services Group, Inc. (The)](https://search.stillhousedata.com/security/693475BC8) | — | $31.7M | 161.02% |
| [Goldman Sachs Group, Inc. (The)](https://search.stillhousedata.com/security/38141GA79) | — | $30.3M | 154.01% |
| [Corebridge Financial, Inc.](https://search.stillhousedata.com/security/21871XAU3) | — | $29.5M | 149.47% |
| [Bank of America Corp.](https://search.stillhousedata.com/security/06055HAK9) | — | $27.9M | 141.67% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: JPMorgan Trust IV](https://search.stillhousedata.com/registrant/1659326)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000075349.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.