JP Morgan Chase
RTRE icon

JP Morgan Chase’s Rareview Total Return Bond ETF RTRE Stock Holding History

JP Morgan Chase’s Portfolio RTRE Stock Details RTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-889
Closed -$23.2K – 7808
2024
Q3 		$23.2K Buy
+889
New +$22.8K ﹤0.01% 6203

Other funds holding RTRE

Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Astoria Portfolio Advisors
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

JP Morgan Chase's RTRE Position: Q4 2024 in Review

JP Morgan Chase sold out of Rareview Total Return Bond ETF (RTRE) in Q4 2024, closing a stake of 889 shares — an estimated $23.2K sold.

JP Morgan Chase first reported a position in RTRE in Q3 2024 and held it in 1 quarter. The position peaked at $23.2K in Q3 2024. 7 funds tracked by Wall St. Rank hold RTRE as of Q4 2024.

  • JP Morgan Chase reported no remaining Rareview Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 889 Rareview Total Return Bond ETF shares in Q4 2024, an estimated $23.2K.
  • JP Morgan Chase first reported a position in Rareview Total Return Bond ETF in Q3 2024 and held it in 1 quarter.
  • JP Morgan Chase's Rareview Total Return Bond ETF position peaked at $23.2K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Rareview Total Return Bond ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.