JP Morgan Chase
RLY icon

JP Morgan Chase’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

JP Morgan Chase’s Portfolio RLY Stock Details RLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.76M Buy
76,674
+73,912
+2,676% +$2.56M ﹤0.01% 3855
2025
Q4 		$86.9K Buy
2,762
+2,224
+413% +$69.8K ﹤0.01% 5964
2025
Q3 		$16.6K Buy
+538
New +$16.1K ﹤0.01% 6521
2025
Q1 		– Sell
-109
Closed -$2.94K – 7668
2024
Q4 		$2.94K Sell
109
-16
-13% -$454 ﹤0.01% 6589
2024
Q3 		$3.59K Buy
125
+120
+2,400% +$3.35K ﹤0.01% 6548
2024
Q2 		$138 Buy
+5
New +$141 ﹤0.01% 6839
2023
Q2 		– Sell
-90
Closed -$2.48K – 7278
2023
Q1 		$2.48K Hold
90
– – ﹤0.01% 6390
2022
Q4 		$2K Buy
+90
New +$2.52K ﹤0.01% 6334
2022
Q3 		– Hold
0
– – – 6805
2022
Q2 		– Hold
0
– – – 6828
2020
Q2 		– Sell
-154
Closed -$3K – 5652
2020
Q1 		$3K Buy
+154
New +$3.55K ﹤0.01% 5163
2013
Q4 		– Sell
-116,829
Closed -$3.37M – 4216
2013
Q3 		$3.37M Buy
116,829
+6,697
+6% +$191K ﹤0.01% 2453
2013
Q2 		$3.07M Buy
+110,132
New +$3.26M ﹤0.01% 2482

Other funds holding RLY

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $376B AUM 19.32% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return