JP Morgan Chase
BUFR icon

JP Morgan Chase’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

JP Morgan Chase’s Portfolio BUFR Stock Details BUFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.05M Buy
182,666
+28,664
+19% +$984K ﹤0.01% 3141
2025
Q4 		$5.28M Buy
154,002
+3,107
+2% +$105K ﹤0.01% 3258
2025
Q3 		$5.04M Sell
150,895
-163,679
-52% -$5.34M ﹤0.01% 3352
2025
Q2 		$10M Sell
314,574
-135,274
-30% -$4.07M ﹤0.01% 2547
2025
Q1 		$13.4M Buy
449,848
+427,873
+1,947% +$13.1M ﹤0.01% 2284
2024
Q4 		$670K Buy
21,975
+1,300
+6% +$39.4K ﹤0.01% 4892
2024
Q3 		$618K Buy
20,675
+13,723
+197% +$401K ﹤0.01% 4765
2024
Q2 		$201K Sell
6,952
-754
-10% -$21.3K ﹤0.01% 5163
2024
Q1 		$215K Buy
7,706
+3,520
+84% +$95.9K ﹤0.01% 5312
2023
Q4 		$111K Sell
4,186
-8,509
-67% -$215K ﹤0.01% 5690
2023
Q3 		$311K Buy
12,695
+11,449
+919% +$288K ﹤0.01% 4767
2023
Q2 		$31.2K Sell
1,246
-8,584
-87% -$205K ﹤0.01% 5824
2023
Q1 		$231K Buy
9,830
+5,658
+136% +$130K ﹤0.01% 4978
2022
Q4 		$92K Buy
+4,172
New +$91.9K ﹤0.01% 5384

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return