JP Morgan Chase
BMAR icon

JP Morgan Chase’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

JP Morgan Chase’s Portfolio BMAR Stock Details BMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$513 Sell
10
-16,049
-100% -$857K ﹤0.01% 7174
2025
Q4 		$852K Buy
16,059
+10
+0.1% +$522 ﹤0.01% 4712
2025
Q3 		$828K Buy
+16,049
New +$807K ﹤0.01% 4719
2025
Q2 		– Sell
-601
Closed -$27.4K – 7094
2025
Q1 		$27.4K Sell
601
-117
-16% -$5.46K ﹤0.01% 6056
2024
Q4 		$33.1K Sell
718
-17,260
-96% -$792K ﹤0.01% 6133
2024
Q3 		$809K Buy
17,978
+3,039
+20% +$133K ﹤0.01% 4596
2024
Q2 		$645K Buy
+14,939
New +$624K ﹤0.01% 4542
2023
Q4 		– Sell
-14,710
Closed -$534K – 7530
2023
Q3 		$534K Hold
14,710
– – ﹤0.01% 4436
2023
Q2 		$546K Buy
+14,710
New +$522K ﹤0.01% 4434
2020
Q4 		– Sell
-4,372
Closed -$123K – 5637
2020
Q3 		$123K Hold
4,372
– – ﹤0.01% 4600
2020
Q2 		$118K Buy
4,372
+1,297
+42% +$33.5K ﹤0.01% 4491
2020
Q1 		$73K Buy
+3,075
New +$73.4K ﹤0.01% 4614

Other funds holding BMAR

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return