JP Morgan Chase
USRT icon

JP Morgan Chase’s iShares Core US REIT ETF USRT Stock Holding History

JP Morgan Chase’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11M Sell
162,212
-5,430
-3% -$350K ﹤0.01% 2717
2026
Q1 		$9.78M Buy
167,642
+30,170
+22% +$1.81M ﹤0.01% 2691
2025
Q4 		$7.83M Sell
137,472
-66,388
-33% -$3.84M ﹤0.01% 2919
2025
Q3 		$12M Sell
203,860
-4,192
-2% -$241K ﹤0.01% 2564
2025
Q2 		$11.8M Sell
208,052
-13,310
-6% -$746K ﹤0.01% 2414
2025
Q1 		$12.8M Sell
221,362
-90,993
-29% -$5.27M ﹤0.01% 2331
2024
Q4 		$17.9M Buy
312,355
+12,982
+4% +$781K ﹤0.01% 2144
2024
Q3 		$18.4M Buy
299,373
+3,059
+1% +$179K ﹤0.01% 2063
2024
Q2 		$15.9M Sell
296,314
-10,218
-3% -$530K ﹤0.01% 2045
2024
Q1 		$16.5M Buy
306,532
+49,673
+19% +$2.63M ﹤0.01% 2043
2023
Q4 		$13.9M Buy
256,859
+218,089
+563% +$10.7M ﹤0.01% 2154
2023
Q3 		$1.83M Buy
38,770
+5,230
+16% +$268K ﹤0.01% 3601
2023
Q2 		$1.72M Buy
33,540
+10,821
+48% +$542K ﹤0.01% 3646
2023
Q1 		$1.14M Sell
22,719
-17,700
-44% -$916K ﹤0.01% 3951
2022
Q4 		$2M Buy
40,419
+37,184
+1,149% +$1.84M ﹤0.01% 3552
2022
Q3 		$153K Sell
3,235
-1,708
-35% -$94K ﹤0.01% 5076
2022
Q2 		$264K Buy
4,943
+97
+2% +$5.7K ﹤0.01% 4928
2022
Q1 		$313K Buy
4,846
+1,877
+63% +$118K ﹤0.01% 4958
2021
Q4 		$201K Buy
2,969
+717
+32% +$45.6K ﹤0.01% 5352
2021
Q3 		$132K Buy
2,252
+597
+36% +$36.3K ﹤0.01% 5432
2021
Q2 		$97K Buy
1,655
+73
+5% +$4.14K ﹤0.01% 5557
2021
Q1 		$83K Buy
1,582
+619
+64% +$31.1K ﹤0.01% 5422
2020
Q4 		$46K Buy
963
+581
+152% +$27.1K ﹤0.01% 5176
2020
Q3 		$17K Sell
382
-63,045
-99% -$2.81M ﹤0.01% 5182
2020
Q2 		$2.76M Buy
63,427
+3,015
+5% +$126K ﹤0.01% 2891
2020
Q1 		$2.37M Sell
60,412
-14,109
-19% -$720K ﹤0.01% 2841
2019
Q4 		$4.07M Buy
74,521
+4,911
+7% +$270K ﹤0.01% 2842
2019
Q3 		$3.87M Buy
69,610
+6,466
+10% +$348K ﹤0.01% 2904
2019
Q2 		$3.26M Buy
63,144
+13,342
+27% +$695K ﹤0.01% 3004
2019
Q1 		$2.58M Buy
49,802
+29,594
+146% +$1.47M ﹤0.01% 3161
2018
Q4 		$906K Buy
+20,208
New +$957K ﹤0.01% 3802

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares Core US REIT ETF (USRT) stake by 3.2% in Q2 2026, selling an estimated $350K and leaving 162,212 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

JP Morgan Chase first reported a position in USRT in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.4M in Q3 2024. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • JP Morgan Chase held 162,212 shares of iShares Core US REIT ETF worth $11M as of Q2 2026.
  • JP Morgan Chase sold 5,430 iShares Core US REIT ETF shares in Q2 2026, an estimated $350K.
  • iShares Core US REIT ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2717 holding.
  • JP Morgan Chase first reported a position in iShares Core US REIT ETF in Q4 2018 and has held it in 31 quarters since.
  • JP Morgan Chase's iShares Core US REIT ETF position peaked at $18.4M in Q3 2024.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

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