JP Morgan Chase
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JP Morgan Chase’s Invesco Total Return Bond ETF GTO Stock Holding History

JP Morgan Chase’s Portfolio GTO Stock Details GTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Sell
28,783
-41,308
-59% -$1.94M ﹤0.01% 4470
2026
Q1 		$3.27M Buy
70,091
+1,263
+2% +$59.9K ﹤0.01% 3707
2025
Q4 		$3.26M Sell
68,828
-10,912
-14% -$519K ﹤0.01% 3697
2025
Q3 		$3.79M Sell
79,740
-2,272
-3% -$107K ﹤0.01% 3597
2025
Q2 		$3.85M Sell
82,012
-28,659
-26% -$1.33M ﹤0.01% 3390
2025
Q1 		$5.19M Buy
110,671
+22,937
+26% +$1.07M ﹤0.01% 3127
2024
Q4 		$4.07M Sell
87,734
-19,209
-18% -$905K ﹤0.01% 3543
2024
Q3 		$5.17M Buy
106,943
+48,462
+83% +$2.31M ﹤0.01% 3197
2024
Q2 		$2.71M Buy
58,481
+24,274
+71% +$1.12M ﹤0.01% 3522
2024
Q1 		$1.6M Buy
34,207
+21,765
+175% +$1.02M ﹤0.01% 4019
2023
Q4 		$588K Sell
12,442
-13,397
-52% -$605K ﹤0.01% 4685
2023
Q3 		$1.15M Buy
+25,839
New +$1.18M ﹤0.01% 3967
2022
Q4 		– Sell
-3,124
Closed -$142K – 6732
2022
Q3 		$142K Buy
+3,124
New +$151K ﹤0.01% 5116

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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

JP Morgan Chase reduced its Invesco Total Return Bond ETF (GTO) stake by 59% in Q2 2026, selling an estimated $1.94M and leaving 28,783 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #4470.

JP Morgan Chase first reported a position in GTO in Q3 2022 and has held it in 13 quarters since. The position peaked at $5.19M in Q1 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • JP Morgan Chase held 28,783 shares of Invesco Total Return Bond ETF worth $1.35M as of Q2 2026.
  • JP Morgan Chase sold 41,308 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $1.94M.
  • Invesco Total Return Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4470 holding.
  • JP Morgan Chase first reported a position in Invesco Total Return Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • JP Morgan Chase's Invesco Total Return Bond ETF position peaked at $5.19M in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

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