JP Morgan Chase
OCTW icon

JP Morgan Chase’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

JP Morgan Chase’s Portfolio OCTW Stock Details OCTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.76K Hold
99
– – ﹤0.01% 6927
2025
Q4 		$3.86K Hold
99
– – ﹤0.01% 6850
2025
Q3 		$3.79K Hold
99
– – ﹤0.01% 6815
2025
Q2 		$3.66K Buy
+99
New +$3.52K ﹤0.01% 6453
2024
Q4 		– Sell
-39,612
Closed -$1.39M – 7629
2024
Q3 		$1.39M Buy
39,612
+24,287
+158% +$844K ﹤0.01% 4263
2024
Q2 		$529K Buy
+15,325
New +$522K ﹤0.01% 4664
2023
Q2 		– Sell
-103,071
Closed -$3M – 7219
2023
Q1 		$3M Buy
103,071
+398
+0.4% +$11.4K ﹤0.01% 3233
2022
Q4 		$2.86M Buy
+102,673
New +$2.83M ﹤0.01% 3285

Other funds holding OCTW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

JP Morgan Chase held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q1 2026 at 99 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #6927.

JP Morgan Chase first reported a position in OCTW in Q4 2022 and has held it in 8 quarters since. The position peaked at $3M in Q1 2023. 99 funds tracked by Wall St. Rank hold OCTW as of Q1 2026.

  • JP Morgan Chase held 99 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $3.76K as of Q1 2026.
  • JP Morgan Chase left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6927 holding.
  • JP Morgan Chase first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2022 and has held it in 8 quarters since.
  • JP Morgan Chase's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $3M in Q1 2023.
  • 99 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q1 2026.

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