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
2023
Q1 		– Sell
-1,760,000
Closed -$72M – 7151
2022
Q4 		$72M Buy
1,760,000
+10,000
+0.6% +$280K 0.01% 922
2022
Q3 		$71.5M Buy
1,750,000
+750,000
+75% +$21M 0.01% 872
2022
Q2 		$41.6M Buy
+1,000,000
New +$30.5M 0.01% 1149

Other funds holding RLY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

JP Morgan Chase increased its State Street Multi-Asset Real Return ETF (RLY) stake by 170% in Q2 2026, buying an estimated $4.72M and bringing the position to 206,644 shares worth $7.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3115.

JP Morgan Chase first reported a position in RLY in Q2 2013 and has held it in 12 quarters since. 140 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

  • JP Morgan Chase held 206,644 shares of State Street Multi-Asset Real Return ETF worth $7.13M as of Q2 2026.
  • JP Morgan Chase bought 129,970 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $4.72M.
  • State Street Multi-Asset Real Return ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3115 holding.
  • JP Morgan Chase first reported a position in State Street Multi-Asset Real Return ETF in Q2 2013 and has held it in 12 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

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