JP Morgan Chase
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JP Morgan Chase’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

JP Morgan Chase’s Portfolio MARW Stock Details MARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,481
Closed -$46K – 7566
2024
Q4 		$46K Hold
1,481
– – ﹤0.01% 6048
2024
Q3 		$45.1K Sell
1,481
-4,456
-75% -$133K ﹤0.01% 6027
2024
Q2 		$175K Buy
+5,937
New +$171K ﹤0.01% 5227
2023
Q2 		– Sell
-3,709
Closed -$94.6K – 7161
2023
Q1 		$94.6K Buy
+3,709
New +$93.1K ﹤0.01% 5452

Other funds holding MARW

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FCM
Fortis Capital Management Bellevue, Washington $894M AUM 22.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase's MARW Position: Q1 2025 in Review

JP Morgan Chase sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q1 2025, closing a stake of 1,481 shares — an estimated $46K sold.

JP Morgan Chase first reported a position in MARW in Q1 2023 and held it in 4 quarters. The position peaked at $175K in Q2 2024. 39 funds tracked by Wall St. Rank hold MARW as of Q1 2025.

  • JP Morgan Chase reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 1,481 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2025, an estimated $46K.
  • JP Morgan Chase first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and held it in 4 quarters.
  • JP Morgan Chase's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $175K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.