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 Q3	$172M	Buy	3,582,479 +108,434	+3%	+$5.35M	0.01%	802
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 St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

JP Morgan Chase's BRTR Position: Q3 2026 in Review

JP Morgan Chase increased its BlackRock Total Return ETF (BRTR) stake by 3.1% in Q3 2026, buying an estimated $5.35M and bringing the position to 3,582,479 shares worth $172M. The position accounts for 0.01% of the portfolio, ranked #802.

JP Morgan Chase first reported a position in BRTR in Q3 2024 and has held it in 9 quarters since. The position peaked at $176M in Q2 2026. 60 funds tracked by Wall St. Rank hold BRTR as of Q3 2026.

JP Morgan Chase held 3,582,479 shares of BlackRock Total Return ETF worth $172M as of Q3 2026.
JP Morgan Chase bought 108,434 BlackRock Total Return ETF shares in Q3 2026, an estimated $5.35M.
BlackRock Total Return ETF made up 0.01% of JP Morgan Chase's portfolio in Q3 2026, its #802 holding.
JP Morgan Chase first reported a position in BlackRock Total Return ETF in Q3 2024 and has held it in 9 quarters since.
JP Morgan Chase's BlackRock Total Return ETF position peaked at $176M in Q2 2026.
60 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.