JP Morgan Chase
TLTW icon

JP Morgan Chase’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

JP Morgan Chase’s Portfolio TLTW Stock Details TLTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106K Sell
4,714
-1,225
-21% -$27.3K ﹤0.01% 5989
2026
Q1 		$134K Sell
5,939
-106
-2% -$2.42K ﹤0.01% 5681
2025
Q4 		$137K Buy
6,045
+508
+9% +$11.9K ﹤0.01% 5724
2025
Q3 		$129K Buy
5,537
+1,540
+39% +$35.2K ﹤0.01% 5758
2025
Q2 		$92.7K Buy
3,997
+939
+31% +$21.6K ﹤0.01% 5641
2025
Q1 		$73.6K Buy
3,058
+986
+48% +$23.4K ﹤0.01% 5719
2024
Q4 		$48.7K Sell
2,072
-542
-21% -$13.6K ﹤0.01% 6021
2024
Q3 		$70.6K Buy
+2,614
New +$69.4K ﹤0.01% 5854
2024
Q2 		– Sell
-47
Closed -$1.25K – 7743
2024
Q1 		$1.25K Hold
47
– – ﹤0.01% 6625
2023
Q4 		$1.29K Sell
47
-112
-70% -$3.11K ﹤0.01% 6798
2023
Q3 		$4.59K Hold
159
– – ﹤0.01% 6386
2023
Q2 		$5.33K Buy
+159
New +$5.33K ﹤0.01% 6160

Other funds holding TLTW

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 21% in Q2 2026, selling an estimated $27.3K and leaving 4,714 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #5989.

JP Morgan Chase first reported a position in TLTW in Q2 2023 and has held it in 12 quarters since. The position peaked at $137K in Q4 2025. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • JP Morgan Chase held 4,714 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $106K as of Q2 2026.
  • JP Morgan Chase sold 1,225 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $27.3K.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5989 holding.
  • JP Morgan Chase first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q2 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $137K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

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