JP Morgan Chase
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JP Morgan Chase’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

JP Morgan Chase’s Portfolio KOCT Stock Details KOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,058
Closed -$271K – 7731
2025
Q4 		$271K Sell
8,058
-2,499
-24% -$83.3K ﹤0.01% 5364
2025
Q3 		$349K Buy
10,557
+3,934
+59% +$125K ﹤0.01% 5230
2025
Q2 		$202K Hold
6,623
– – ﹤0.01% 5222
2025
Q1 		$194K Hold
6,623
– – ﹤0.01% 5255
2024
Q4 		$202K Sell
6,623
-13,338
-67% -$412K ﹤0.01% 5468
2024
Q3 		$606K Buy
+19,961
New +$589K ﹤0.01% 4779
2023
Q1 		– Sell
-1,274
Closed -$32K – 6986
2022
Q4 		$32K Buy
+1,274
New +$32.1K ﹤0.01% 5745

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $222M AUM 13.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

JP Morgan Chase sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q1 2026, closing a stake of 8,058 shares — an estimated $271K sold.

JP Morgan Chase first reported a position in KOCT in Q4 2022 and held it in 7 quarters. The position peaked at $606K in Q3 2024. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • JP Morgan Chase reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • JP Morgan Chase sold 8,058 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $271K.
  • JP Morgan Chase first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2022 and held it in 7 quarters.
  • JP Morgan Chase's Innovator US Small Cap Power Buffer ETF October position peaked at $606K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

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