JP Morgan Chase
TFLO icon

JP Morgan Chase’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

JP Morgan Chase’s Portfolio TFLO Stock Details TFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.7M Buy
251,628
+9,420
+4% +$476K ﹤0.01% 2603
2026
Q1 		$12.3M Buy
242,208
+194,323
+406% +$9.82M ﹤0.01% 2494
2025
Q4 		$2.42M Sell
47,885
-156,892
-77% -$7.92M ﹤0.01% 3937
2025
Q3 		$10.4M Sell
204,777
-19,451
-9% -$983K ﹤0.01% 2685
2025
Q2 		$11.4M Buy
224,228
+32,277
+17% +$1.63M ﹤0.01% 2438
2025
Q1 		$9.72M Sell
191,951
-43,519
-18% -$2.2M ﹤0.01% 2564
2024
Q4 		$11.9M Buy
235,470
+168,220
+250% +$8.5M ﹤0.01% 2529
2024
Q3 		$3.4M Sell
67,250
-296,923
-82% -$15M ﹤0.01% 3530
2024
Q2 		$18.4M Sell
364,173
-49,894
-12% -$2.52M ﹤0.01% 1928
2024
Q1 		$21M Sell
414,067
-2,929,866
-88% -$148M ﹤0.01% 1848
2023
Q4 		$169M Buy
3,343,933
+127,728
+4% +$6.46M 0.02% 674
2023
Q3 		$163M Buy
+3,216,205
New +$163M 0.02% 618
2020
Q3 		– Sell
-1,262
Closed -$63K – 5774
2020
Q2 		$63K Buy
+1,262
New +$63.5K ﹤0.01% 4746
2019
Q3 		– Sell
-56,194
Closed -$2.83M – 5958
2019
Q2 		$2.83M Buy
56,194
+804
+1% +$40.5K ﹤0.01% 3136
2019
Q1 		$2.79M Buy
55,390
+1,397
+3% +$70.3K ﹤0.01% 3098
2018
Q4 		$2.71M Buy
+53,993
New +$2.72M ﹤0.01% 3062
2017
Q3 		– Sell
-100
Closed -$5K – 5180
2017
Q2 		$5K Hold
100
– – ﹤0.01% 4763
2017
Q1 		$5K Hold
100
– – ﹤0.01% 4894
2016
Q4 		$5K Hold
100
– – ﹤0.01% 4872
2016
Q3 		$5K Buy
+100
New +$5.01K ﹤0.01% 4370

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 3.9% in Q2 2026, buying an estimated $476K and bringing the position to 251,628 shares worth $12.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

JP Morgan Chase first reported a position in TFLO in Q3 2016 and has held it in 20 quarters since. The position peaked at $169M in Q4 2023. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • JP Morgan Chase held 251,628 shares of iShares Treasury Floating Rate Bond ETF worth $12.7M as of Q2 2026.
  • JP Morgan Chase bought 9,420 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $476K.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2603 holding.
  • JP Morgan Chase first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2016 and has held it in 20 quarters since.
  • JP Morgan Chase's iShares Treasury Floating Rate Bond ETF position peaked at $169M in Q4 2023.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

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