JP Morgan Chase
AOCT icon

JP Morgan Chase’s Innovator Equity Defined Protection ETF - 2 Yr to October 2028 AOCT Stock Holding History

JP Morgan Chase’s Portfolio AOCT Stock Details AOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$616K Buy
22,581
+4,152
+23% +$112K ﹤0.01% 4961
2026
Q1 		$484K Buy
18,429
+4,760
+35% +$127K ﹤0.01% 5057
2025
Q4 		$363K Buy
13,669
+12,202
+832% +$322K ﹤0.01% 5221
2025
Q3 		$38.5K Buy
+1,467
New +$38.1K ﹤0.01% 6310

Other funds holding AOCT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Tradition Wealth Management
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Continuum Wealth Advisors
Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Capasso Planning Partners
Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

JP Morgan Chase increased its Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) stake by 23% in Q2 2026, buying an estimated $112K and bringing the position to 22,581 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #4961.

JP Morgan Chase first reported a position in AOCT in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

  • JP Morgan Chase held 22,581 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2028 worth $616K as of Q2 2026.
  • JP Morgan Chase bought 4,152 Innovator Equity Defined Protection ETF - 2 Yr to October 2028 shares in Q2 2026, an estimated $112K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2028 made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4961 holding.
  • JP Morgan Chase first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2028 in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2028 as of Q2 2026.

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