JP Morgan Chase
BJUL icon

JP Morgan Chase’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

JP Morgan Chase’s Portfolio BJUL Stock Details BJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.2K Sell
1,811
-3,336
-65% -$169K ﹤0.01% 5902
2025
Q4 		$261K Sell
5,147
-3,371
-40% -$169K ﹤0.01% 5391
2025
Q3 		$423K Buy
+8,518
New +$412K ﹤0.01% 5131
2025
Q2 		– Sell
-1,193
Closed -$51.5K – 7088
2025
Q1 		$51.5K Buy
1,193
+1,177
+7,356% +$52.6K ﹤0.01% 5871
2024
Q4 		$713 Hold
16
– – ﹤0.01% 6767
2024
Q3 		$699 Hold
16
– – ﹤0.01% 6765
2024
Q2 		$668 Hold
16
– – ﹤0.01% 6658
2024
Q1 		$645 Hold
16
– – ﹤0.01% 6686
2023
Q4 		$602 Sell
16
-827
-98% -$29.4K ﹤0.01% 6905
2023
Q3 		$29.1K Buy
+843
New +$29.8K ﹤0.01% 5972
2023
Q1 		– Sell
-10
Closed – – 6695
2022
Q4 		$0 Buy
+10
New +$308 ﹤0.01% 6548

Other funds holding BJUL

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return