JP Morgan Chase
JULW icon

JP Morgan Chase’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

JP Morgan Chase’s Portfolio JULW Stock Details JULW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,960
Closed -$116K – 7723
2025
Q4 		$116K Sell
2,960
-10,234
-78% -$396K ﹤0.01% 5804
2025
Q3 		$507K Buy
13,194
+12,828
+3,505% +$485K ﹤0.01% 5030
2025
Q2 		$13.6K Sell
366
-9,625
-96% -$338K ﹤0.01% 6258
2025
Q1 		$344K Buy
+9,991
New +$352K ﹤0.01% 4993
2024
Q2 		– Sell
-10,137
Closed -$331K – 7572
2024
Q1 		$331K Buy
+10,137
New +$324K ﹤0.01% 5054
2023
Q2 		– Sell
-950
Closed -$26.7K – 7134
2023
Q1 		$26.7K Hold
950
– – ﹤0.01% 5903
2022
Q4 		$26K Buy
+950
New +$25.4K ﹤0.01% 5802

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

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

JP Morgan Chase sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2026, closing a stake of 2,960 shares — an estimated $116K sold.

JP Morgan Chase first reported a position in JULW in Q4 2022 and held it in 7 quarters. The position peaked at $507K in Q3 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • JP Morgan Chase reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2026 after selling out during the quarter.
  • JP Morgan Chase sold 2,960 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $116K.
  • JP Morgan Chase first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and held it in 7 quarters.
  • JP Morgan Chase's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $507K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

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