JP Morgan Chase
HTRB icon

JP Morgan Chase’s Hartford Total Return Bond ETF HTRB Stock Holding History

JP Morgan Chase’s Portfolio HTRB Stock Details HTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17M Buy
503,037
+22,734
+5% +$768K ﹤0.01% 2356
2026
Q1 		$16.2M Buy
480,303
+32,484
+7% +$1.11M ﹤0.01% 2267
2025
Q4 		$15.3M Buy
447,819
+26,887
+6% +$926K ﹤0.01% 2299
2025
Q3 		$14.4M Buy
420,932
+185,773
+79% +$6.32M ﹤0.01% 2383
2025
Q2 		$7.96M Buy
235,159
+158,293
+206% +$5.31M ﹤0.01% 2747
2025
Q1 		$2.6M Buy
76,866
+38,155
+99% +$1.28M ﹤0.01% 3673
2024
Q4 		$1.29M Buy
38,711
+2,880
+8% +$97.9K ﹤0.01% 4449
2024
Q3 		$1.25M Sell
35,831
-6,080
-15% -$210K ﹤0.01% 4329
2024
Q2 		$1.4M Sell
41,911
-7,881
-16% -$263K ﹤0.01% 4044
2024
Q1 		$1.68M Sell
49,792
-2,039
-4% -$68.7K ﹤0.01% 3981
2023
Q4 		$1.76M Buy
51,831
+19,462
+60% +$634K ﹤0.01% 3932
2023
Q3 		$1.04M Buy
32,369
+22,725
+236% +$749K ﹤0.01% 4044
2023
Q2 		$322K Buy
+9,644
New +$326K ﹤0.01% 4767
2022
Q4 		– Sell
-36,702
Closed -$1.19M – 6747
2022
Q3 		$1.19M Buy
+36,702
New +$1.26M ﹤0.01% 3869

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

JP Morgan Chase increased its Hartford Total Return Bond ETF (HTRB) stake by 4.7% in Q2 2026, buying an estimated $768K and bringing the position to 503,037 shares worth $17M. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

JP Morgan Chase first reported a position in HTRB in Q3 2022 and has held it in 14 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

  • JP Morgan Chase held 503,037 shares of Hartford Total Return Bond ETF worth $17M as of Q2 2026.
  • JP Morgan Chase bought 22,734 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $768K.
  • Hartford Total Return Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2356 holding.
  • JP Morgan Chase first reported a position in Hartford Total Return Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • 124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

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