JP Morgan Chase
BRTR icon

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

Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 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.