JP Morgan Chase’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

JP Morgan Chase’s Portfolio STOT Stock Details STOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-192	Closed	-$9.07K	–	7613
2025 Q1	$9.07K	Buy	+192	New	+$9.02K	﹤0.01%	6326
2023 Q4	–	Sell	-6,036	Closed	-$280K	–	7858
2023 Q3	$280K	Buy	+6,036	New	+$280K	﹤0.01%	4843
2023 Q2	–	Sell	-2,330	Closed	-$108K	–	7311
2023 Q1	$108K	Buy	+2,330	New	+$108K	﹤0.01%	5390

Other funds holding STOT

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

AFO

Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

JP Morgan Chase's STOT Position: Q2 2025 in Review

JP Morgan Chase sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2025, closing a stake of 192 shares — an estimated $9.07K sold.

JP Morgan Chase first reported a position in STOT in Q1 2023 and held it in 3 quarters. The position peaked at $280K in Q3 2023. 65 funds tracked by Wall St. Rank hold STOT as of Q2 2025.

JP Morgan Chase reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2025 after selling out during the quarter.
JP Morgan Chase sold 192 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2025, an estimated $9.07K.
JP Morgan Chase first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2023 and held it in 3 quarters.
JP Morgan Chase's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $280K in Q3 2023.
65 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.