JP Morgan Chase
OCTU

JP Morgan Chase’s AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF OCTU Stock Holding History

JP Morgan Chase’s Portfolio OCTU Stock Details OCTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232K Buy
8,555
+6,165
+258% +$175K ﹤0.01% 5406
2025
Q4 		$68K Sell
2,390
-4,685
-66% -$133K ﹤0.01% 6094
2025
Q3 		$198K Buy
7,075
+646
+10% +$17.4K ﹤0.01% 5520
2025
Q2 		$169K Hold
6,429
– – ﹤0.01% 5323
2025
Q1 		$158K Buy
+6,429
New +$163K ﹤0.01% 5346

Other funds holding OCTU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JP Morgan Chase increased its AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) stake by 258% in Q1 2026, buying an estimated $175K and bringing the position to 8,555 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #5406.

JP Morgan Chase first reported a position in OCTU in Q1 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold OCTU as of Q1 2026.

  • JP Morgan Chase held 8,555 shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF worth $232K as of Q1 2026.
  • JP Morgan Chase bought 6,165 AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF shares in Q1 2026, an estimated $175K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5406 holding.
  • JP Morgan Chase first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF in Q1 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF as of Q1 2026.

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