JP Morgan Chase’s AllianzIM U.S. Equity Buffer20 Nov ETF NVBW Stock Holding History

JP Morgan Chase’s Portfolio NVBW Stock Details NVBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$175K	Sell	4,922 -1,128	-19%	-$39.5K	﹤0.01%	5688
2026 Q1	$199K	Sell	6,050 -926	-13%	-$31.3K	﹤0.01%	5477
2025 Q4	$236K	Sell	6,976 -5,753	-45%	-$193K	﹤0.01%	5451
2025 Q3	$424K	Buy	+12,729	New	+$417K	﹤0.01%	5128
2023 Q2	–	Sell	-15,845	Closed	-$418K	–	7212
2023 Q1	$418K	Sell	15,845 -1,500	-9%	-$38.8K	﹤0.01%	4610
2022 Q4	$437K	Buy	+17,345	New	+$438K	﹤0.01%	4605

Other funds holding NVBW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

JP Morgan Chase reduced its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 19% in Q2 2026, selling an estimated $39.5K and leaving 4,922 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #5688.

JP Morgan Chase first reported a position in NVBW in Q4 2022 and has held it in 6 quarters since. The position peaked at $437K in Q4 2022. 50 funds tracked by Wall St. Rank hold NVBW as of Q2 2026.

JP Morgan Chase held 4,922 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $175K as of Q2 2026.
JP Morgan Chase sold 1,128 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q2 2026, an estimated $39.5K.
AllianzIM U.S. Equity Buffer20 Nov ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5688 holding.
JP Morgan Chase first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2022 and has held it in 6 quarters since.
JP Morgan Chase's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $437K in Q4 2022.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q2 2026.

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