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 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CRWM

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

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

JP Morgan Chase reduced its AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) stake by 13% in Q1 2026, selling an estimated $31.3K and leaving 6,050 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #5477.

JP Morgan Chase first reported a position in NVBW in Q4 2022 and has held it in 5 quarters since. The position peaked at $437K in Q4 2022. 44 funds tracked by Wall St. Rank hold NVBW as of Q1 2026.

JP Morgan Chase held 6,050 shares of AllianzIM U.S. Equity Buffer20 Nov ETF worth $199K as of Q1 2026.
JP Morgan Chase sold 926 AllianzIM U.S. Equity Buffer20 Nov ETF shares in Q1 2026, an estimated $31.3K.
AllianzIM U.S. Equity Buffer20 Nov ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5477 holding.
JP Morgan Chase first reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF in Q4 2022 and has held it in 5 quarters since.
JP Morgan Chase's AllianzIM U.S. Equity Buffer20 Nov ETF position peaked at $437K in Q4 2022.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Nov ETF as of Q1 2026.

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