JP Morgan Chase
APOC

JP Morgan Chase’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

JP Morgan Chase’s Portfolio APOC Stock Details APOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$214K Buy
+8,299
New +$218K ﹤0.01% 5433
2025
Q2 		– Sell
-4,989
Closed -$125K – 7792
2025
Q1 		$125K Buy
+4,989
New +$127K ﹤0.01% 5462

Other funds holding APOC

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $214M AUM 19.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q1 2026: 8,299 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #5433 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in APOC as recently as Q1 2025.

JP Morgan Chase first reported a position in APOC in Q1 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • JP Morgan Chase held 8,299 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $214K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct was a new JP Morgan Chase position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5433 holding.
  • JP Morgan Chase first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q1 2025 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2026.

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