JP Morgan Chase
ACIO icon

JP Morgan Chase’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

JP Morgan Chase’s Portfolio ACIO Stock Details ACIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Sell
5,612
-1,027
-15% -$44.6K ﹤0.01% 5409
2025
Q4 		$290K Buy
6,639
+3,182
+92% +$139K ﹤0.01% 5333
2025
Q3 		$150K Buy
3,457
+1,814
+110% +$76.7K ﹤0.01% 5673
2025
Q2 		$68K Sell
1,643
-16,814
-91% -$661K ﹤0.01% 5779
2025
Q1 		$714K Buy
18,457
+14,864
+414% +$598K ﹤0.01% 4566
2024
Q4 		$145K Sell
3,593
-1,582
-31% -$64.1K ﹤0.01% 5609
2024
Q3 		$206K Buy
5,175
+2,418
+88% +$93.2K ﹤0.01% 5396
2024
Q2 		$104K Hold
2,757
– – ﹤0.01% 5500
2024
Q1 		$99.3K Hold
2,757
– – ﹤0.01% 5681
2023
Q4 		$91.4K Sell
2,757
-1,202
-30% -$38K ﹤0.01% 5777
2023
Q3 		$120K Buy
3,959
+401
+11% +$12.5K ﹤0.01% 5365
2023
Q2 		$111K Hold
3,558
– – ﹤0.01% 5419
2023
Q1 		$107K Sell
3,558
-1,708
-32% -$50.5K ﹤0.01% 5391
2022
Q4 		$152K Buy
+5,266
New +$154K ﹤0.01% 5170
2022
Q3 		– Sell
-6,487
Closed -$187K – 6421
2022
Q2 		$187K Buy
+6,487
New +$194K ﹤0.01% 5109

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

JP Morgan Chase's ACIO Position: Q1 2026 in Review

JP Morgan Chase reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 15% in Q1 2026, selling an estimated $44.6K and leaving 5,612 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #5409.

JP Morgan Chase first reported a position in ACIO in Q2 2022 and has held it in 15 quarters since. The position peaked at $714K in Q1 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • JP Morgan Chase held 5,612 shares of Aptus Collared Investment Opportunity ETF worth $231K as of Q1 2026.
  • JP Morgan Chase sold 1,027 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $44.6K.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5409 holding.
  • JP Morgan Chase first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2022 and has held it in 15 quarters since.
  • JP Morgan Chase's Aptus Collared Investment Opportunity ETF position peaked at $714K in Q1 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.