JP Morgan Chase
JULU

JP Morgan Chase’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

JP Morgan Chase’s Portfolio JULU Stock Details JULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23,024
Closed -$684K – 7987
2025
Q4 		$684K Sell
23,024
-809
-3% -$23.9K ﹤0.01% 4848
2025
Q3 		$697K Buy
23,833
+23,823
+238,230% +$673K ﹤0.01% 4832
2025
Q2 		$275 Sell
10
-25,729
-100% -$667K ﹤0.01% 6752
2025
Q1 		$657K Buy
+25,739
New +$683K ﹤0.01% 4611

Other funds holding JULU

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

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

JP Morgan Chase sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q1 2026, closing a stake of 23,024 shares — an estimated $684K sold.

JP Morgan Chase first reported a position in JULU in Q1 2025 and held it in 4 quarters. The position peaked at $697K in Q3 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • JP Morgan Chase reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q1 2026 after selling out during the quarter.
  • JP Morgan Chase sold 23,024 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $684K.
  • JP Morgan Chase first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q1 2025 and held it in 4 quarters.
  • JP Morgan Chase's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $697K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

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