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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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 $103B AUM 28.65% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) in Q1 2026: 33,639 shares worth $886K. The stake represents ﹤0.01% of the portfolio and ranks #4683 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in KAUG as recently as Q1 2025.

JP Morgan Chase first reported a position in KAUG in Q1 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold KAUG as of Q1 2026.

  • JP Morgan Chase held 33,639 shares of Innovator U.S. Small Cap Power Buffer ETF - August worth $886K as of Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - August was a new JP Morgan Chase position in Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - August made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4683 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 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - August as of Q1 2026.

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