JP Morgan Chase
OCTM

JP Morgan Chase’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

JP Morgan Chase’s Portfolio OCTM Stock Details OCTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-461
Closed -$15.1K – 8008
2025
Q4 		$15.1K Sell
461
-2,206
-83% -$71.5K ﹤0.01% 6571
2025
Q3 		$85.8K Hold
2,667
– – ﹤0.01% 5984
2025
Q2 		$83.8K Sell
2,667
-11,112
-81% -$341K ﹤0.01% 5685
2025
Q1 		$418K Buy
13,779
+9,569
+227% +$293K ﹤0.01% 4878
2024
Q4 		$128K Buy
+4,210
New +$128K ﹤0.01% 5655

Other funds holding OCTM

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

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

JP Morgan Chase sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q1 2026, closing a stake of 461 shares — an estimated $15.1K sold.

JP Morgan Chase first reported a position in OCTM in Q4 2024 and held it in 5 quarters. The position peaked at $418K in Q1 2025. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

  • JP Morgan Chase reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q1 2026 after selling out during the quarter.
  • JP Morgan Chase sold 461 FT Vest U.S. Equity Max Buffer ETF - October shares in Q1 2026, an estimated $15.1K.
  • JP Morgan Chase first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and held it in 5 quarters.
  • JP Morgan Chase's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $418K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q1 2026.

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