PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) is an MF managed by Independent / Boutique. Its largest position is J P MORGAN EXCHANGE TRADED FUND TRUST (JEPQ), representing 16.80% of fund assets.
PFG JP Morgan Tactical Moderate Strategy Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PFJDX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 26, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
J P MORGAN EXCHANGE TRADED FUND TRUST
|
16.80% | $24,182,556.09 | 186,637 |
|
-
JPMORGAN CORE PLUS BOND FUND
|
13.17% | $18,961,076.88 | 2,618,933 |
|
-
J P MORGAN EXCHANGE TRADED FUND TRUST
|
9.92% | $14,276,861.20 | 266,260 |
|
-
JPMORGAN US EQUITY FUND
|
8.75% | $12,599,440.81 | 454,689 |
|
-
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
|
7.83% | $11,267,440.80 | 141,196 |
|
-
JPMORGAN LARGE CAP VALUE FUND
|
7.50% | $10,794,029.28 | 489,747 |
|
-
JPMORGAN LARGE CAP GROWTH FUND
|
7.13% | $10,260,612.12 | 117,466 |
|
-
J P MORGAN EXCHANGE TRADED FUND TRUST
|
6.11% | $8,791,268.73 | 191,073 |
|
-
JPMORGAN GLOBAL SELECT EQUITY ETF
|
4.44% | $6,388,807.86 | 90,918 |
|
-
JPMORGAN EMERGING MARKETS RESEARCH ENHANCED EQUITY FUND
|
2.78% | $4,000,120.09 | 162,343 |
|
-
JPMORGAN EMERGING MARKETS EQUITY FUND
|
2.60% | $3,738,489.57 | 74,606 |
|
-
JPMORGAN INCOME FUND
|
2.46% | $3,534,614.72 | 414,375 |
|
-
J P MORGAN EXCHANGE TRADED FUND TRUST
|
2.42% | $3,486,523.08 | 38,572 |
|
-
J P MORGAN EXCHANGE TRADED FUND TRUST
|
2.00% | $2,879,648.80 | 35,560 |
|
-
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
|
1.98% | $2,851,461.90 | 61,580 |
|
-
JPMORGAN EQUITY INDEX FUND
|
1.73% | $2,486,750.67 | 23,004 |
|
-
SELECT SECTOR SPDR TRUST
|
1.10% | $1,589,736.50 | 9,967 |
|
-
SELECT SECTOR SPDR TRUST
|
0.98% | $1,412,450.73 | 12,123 |
|
-
BLACKROCK LIQUIDITY FUNDS
|
0.10% | $139,742.35 | 139,742 |
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