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 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 $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIAS

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

JP Morgan Chase's BRTR Position: Q1 2026 in Review

JP Morgan Chase reduced its BlackRock Total Return ETF (BRTR) stake by 13% in Q1 2026, selling an estimated $21.7M and leaving 2,806,986 shares worth $140M. The position accounts for 0.01% of the portfolio, ranked #836.

JP Morgan Chase first reported a position in BRTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $164M in Q4 2025. 66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

JP Morgan Chase held 2,806,986 shares of BlackRock Total Return ETF worth $140M as of Q1 2026.
JP Morgan Chase sold 425,894 BlackRock Total Return ETF shares in Q1 2026, an estimated $21.7M.
BlackRock Total Return ETF made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #836 holding.
JP Morgan Chase first reported a position in BlackRock Total Return ETF in Q3 2024 and has held it in 7 quarters since.
JP Morgan Chase's BlackRock Total Return ETF position peaked at $164M in Q4 2025.
66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.