JP Morgan Chase’s BlackRock Total Return ETF BRTR Stock Holding History

JP Morgan Chase’s Portfolio BRTR Stock Details BRTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$176M	Buy	3,474,045 +667,059	+24%	+$33.5M	0.01%	799
2026 Q1	$140M	Sell	2,806,986 -425,894	-13%	-$21.7M	0.01%	836
2025 Q4	$164M	Buy	3,232,880 +3,018,219	+1,406%	+$154M	0.01%	737
2025 Q3	$10.9M	Sell	214,661 -67,320	-24%	-$3.4M	﹤0.01%	2633
2025 Q2	$14.2M	Sell	281,981 -26,824	-9%	-$1.33M	﹤0.01%	2239
2025 Q1	$15.6M	Buy	308,805 +36,172	+13%	+$1.8M	﹤0.01%	2135
2024 Q4	$13.4M	Buy	272,633 +73,037	+37%	+$3.69M	﹤0.01%	2422
2024 Q3	$10.4M	Buy	+199,596	New	+$10.3M	﹤0.01%	2568

Other funds holding BRTR

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

JP Morgan Chase's BRTR Position: Q2 2026 in Review

JP Morgan Chase increased its BlackRock Total Return ETF (BRTR) stake by 24% in Q2 2026, buying an estimated $33.5M and bringing the position to 3,474,045 shares worth $176M. The position accounts for 0.01% of the portfolio, ranked #799.

JP Morgan Chase first reported a position in BRTR in Q3 2024 and has held it in 8 quarters since. 72 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

JP Morgan Chase held 3,474,045 shares of BlackRock Total Return ETF worth $176M as of Q2 2026.
JP Morgan Chase bought 667,059 BlackRock Total Return ETF shares in Q2 2026, an estimated $33.5M.
BlackRock Total Return ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #799 holding.
JP Morgan Chase first reported a position in BlackRock Total Return ETF in Q3 2024 and has held it in 8 quarters since.
72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.