JP Morgan Chase’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

JP Morgan Chase’s Portfolio JULT Stock Details JULT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$103K	Buy	2,397 +91	+4%	+$4.09K	﹤0.01%	5815
2025 Q4	$103K	Sell	2,306 -1,164	-34%	-$51.5K	﹤0.01%	5871
2025 Q3	$152K	Sell	3,470 -221	-6%	-$9.46K	﹤0.01%	5665
2025 Q2	$154K	Sell	3,691 -1,680	-31%	-$65.5K	﹤0.01%	5377
2025 Q1	$205K	Buy	5,371 +5,242	+4,064%	+$208K	﹤0.01%	5229
2024 Q4	$5.09K	Buy	+129	New	+$5.08K	﹤0.01%	6513
2024 Q2	–	Sell	-40	Closed	-$1.43K	–	7571
2024 Q1	$1.43K	Sell	40 -352	-90%	-$12.2K	﹤0.01%	6613
2023 Q4	$13.2K	Buy	+392	New	+$12.5K	﹤0.01%	6344
2023 Q2	–	Sell	-2,525	Closed	-$73.8K	–	7133
2023 Q1	$73.8K	Sell	2,525 -2,940	-54%	-$84.2K	﹤0.01%	5558
2022 Q4	$151K	Buy	+5,465	New	+$151K	﹤0.01%	5177

Other funds holding JULT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JP Morgan Chase increased its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 3.9% in Q1 2026, buying an estimated $4.09K and bringing the position to 2,397 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #5815.

JP Morgan Chase first reported a position in JULT in Q4 2022 and has held it in 10 quarters since. The position peaked at $205K in Q1 2025. 44 funds tracked by Wall St. Rank hold JULT as of Q1 2026.

JP Morgan Chase held 2,397 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $103K as of Q1 2026.
JP Morgan Chase bought 91 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2026, an estimated $4.09K.
AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5815 holding.
JP Morgan Chase first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2022 and has held it in 10 quarters since.
JP Morgan Chase's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $205K in Q1 2025.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2026.

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