JP Morgan Chase
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JP Morgan Chase’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

JP Morgan Chase’s Portfolio CLOA Stock Details CLOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.9M Sell
537,727
-607,990
-53% -$31.5M ﹤0.01% 1805
2025
Q4 		$59.3M Buy
1,145,717
+1,003,933
+708% +$52M ﹤0.01% 1249
2025
Q3 		$7.37M Buy
141,784
+5,437
+4% +$282K ﹤0.01% 3000
2025
Q2 		$7.08M Buy
136,347
+3,389
+3% +$175K ﹤0.01% 2847
2025
Q1 		$6.88M Buy
132,958
+9,254
+7% +$480K ﹤0.01% 2882
2024
Q4 		$6.4M Sell
123,704
-14,115
-10% -$731K ﹤0.01% 3124
2024
Q3 		$7.16M Buy
137,819
+83,204
+152% +$4.31M ﹤0.01% 2916
2024
Q2 		$2.84M Buy
+54,615
New +$2.83M ﹤0.01% 3484

Other funds holding CLOA

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return