JP Morgan Chase’s John Hancock Financial Opportunities Fund BTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$752	Buy	+22	New	+$798	﹤0.01%	7154
2024 Q1	–	Sell	-11,785	Closed	-$354K	–	7445
2023 Q4	$354K	Sell	11,785 -4,410	-27%	-$119K	﹤0.01%	5009
2023 Q3	$425K	Buy	+16,195	New	+$449K	﹤0.01%	4574
2023 Q2	–	Sell	-24,025	Closed	-$734K	–	6941
2023 Q1	$734K	Buy	+24,025	New	+$821K	﹤0.01%	4252
2019 Q3	–	Sell	-50	Closed	-$2K	–	5733
2019 Q2	$2K	Buy	+50	New	+$1.63K	﹤0.01%	5682
2015 Q3	–	Sell	-18,031	Closed	-$490K	–	3924
2015 Q2	$490K	Sell	18,031 -6,200	-26%	-$155K	﹤0.01%	3563
2015 Q1	$567K	Sell	24,231 -16,969	-41%	-$384K	﹤0.01%	3481
2014 Q4	$971K	Buy	41,200 +5,800	+16%	+$132K	﹤0.01%	3358
2014 Q3	$787K	Buy	+35,400	New	+$803K	﹤0.01%	3465

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

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

JP Morgan Chase opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q1 2026: 22 shares worth $752. The stake represents ﹤0.01% of the portfolio and ranks #7154 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in BTO as recently as Q4 2023.

JP Morgan Chase first reported a position in BTO in Q3 2014 and has held it in 9 quarters since. The position peaked at $971K in Q4 2014. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

JP Morgan Chase held 22 shares of John Hancock Financial Opportunities Fund worth $752 as of Q1 2026.
John Hancock Financial Opportunities Fund was a new JP Morgan Chase position in Q1 2026.
John Hancock Financial Opportunities Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7154 holding.
JP Morgan Chase first reported a position in John Hancock Financial Opportunities Fund in Q3 2014 and has held it in 9 quarters since.
JP Morgan Chase's John Hancock Financial Opportunities Fund position peaked at $971K in Q4 2014.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

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