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 Q2	$298K	Sell	5,831 -782	-12%	-$39.8K	﹤0.01%	5406
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

JP Morgan Chase reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 12% in Q2 2026, selling an estimated $39.8K and leaving 5,831 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #5406.

JP Morgan Chase first reported a position in EVTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $336K in Q1 2026. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

JP Morgan Chase held 5,831 shares of Eaton Vance Total Return Bond ETF worth $298K as of Q2 2026.
JP Morgan Chase sold 782 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $39.8K.
Eaton Vance Total Return Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5406 holding.
JP Morgan Chase first reported a position in Eaton Vance Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
JP Morgan Chase's Eaton Vance Total Return Bond ETF position peaked at $336K in Q1 2026.
186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

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