JP Morgan Chase
RTRE

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

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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.