JP Morgan Chase
KAUG

JP Morgan Chase’s Innovator U.S. Small Cap Power Buffer ETF - August KAUG Stock Holding History

JP Morgan Chase’s Portfolio KAUG Stock Details KAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$973K Buy
33,990
+351
+1% +$9.87K ﹤0.01% 4692
2026
Q1 		$886K Buy
+33,639
New +$909K ﹤0.01% 4683
2025
Q2 		– Sell
-7,148
Closed -$172K – 7781
2025
Q1 		$172K Buy
+7,148
New +$179K ﹤0.01% 5310

Other funds holding KAUG

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM

JP Morgan Chase's KAUG Position: Q2 2026 in Review

JP Morgan Chase increased its Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) stake by 1% in Q2 2026, buying an estimated $9.87K and bringing the position to 33,990 shares worth $973K. The position accounts for ﹤0.01% of the portfolio, ranked #4692.

JP Morgan Chase first reported a position in KAUG in Q1 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold KAUG as of Q2 2026.

  • JP Morgan Chase held 33,990 shares of Innovator U.S. Small Cap Power Buffer ETF - August worth $973K as of Q2 2026.
  • JP Morgan Chase bought 351 Innovator U.S. Small Cap Power Buffer ETF - August shares in Q2 2026, an estimated $9.87K.
  • Innovator U.S. Small Cap Power Buffer ETF - August made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4692 holding.
  • JP Morgan Chase first reported a position in Innovator U.S. Small Cap Power Buffer ETF - August in Q1 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - August as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.