JP Morgan Chase
EVTR icon

JP Morgan Chase’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

JP Morgan Chase’s Portfolio EVTR Stock Details EVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$336K Buy
6,613
+2,132
+48% +$110K ﹤0.01% 5227
2025
Q4 		$231K Buy
4,481
+2,728
+156% +$141K ﹤0.01% 5468
2025
Q3 		$90.2K Sell
1,753
-534
-23% -$27.3K ﹤0.01% 5958
2025
Q2 		$116K Buy
2,287
+1,123
+96% +$56.5K ﹤0.01% 5535
2025
Q1 		$59K Buy
1,164
+1,149
+7,660% +$57.8K ﹤0.01% 5817
2024
Q4 		$748 Buy
+15
New +$759 ﹤0.01% 6762

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 48% in Q1 2026, buying an estimated $110K and bringing the position to 6,613 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #5227.

JP Morgan Chase first reported a position in EVTR in Q4 2024 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • JP Morgan Chase held 6,613 shares of Eaton Vance Total Return Bond ETF worth $336K as of Q1 2026.
  • JP Morgan Chase bought 2,132 Eaton Vance Total Return Bond ETF shares in Q1 2026, an estimated $110K.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5227 holding.
  • JP Morgan Chase first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

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