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 Q2	$30.5M	Buy	587,131 +49,404	+9%	+$2.56M	﹤0.01%	1865
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

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

JP Morgan Chase's CLOA Position: Q2 2026 in Review

JP Morgan Chase increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 9.2% in Q2 2026, buying an estimated $2.56M and bringing the position to 587,131 shares worth $30.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

JP Morgan Chase first reported a position in CLOA in Q2 2024 and has held it in 9 quarters since. The position peaked at $59.3M in Q4 2025. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

JP Morgan Chase held 587,131 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $30.5M as of Q2 2026.
JP Morgan Chase bought 49,404 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $2.56M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1865 holding.
JP Morgan Chase first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 9 quarters since.
JP Morgan Chase's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $59.3M in Q4 2025.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.