JP Morgan Chase
GTO icon

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
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 – 6738
2022
Q3 		$142K Buy
+3,124
New +$151K ﹤0.01% 5116

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return