JP Morgan Chase
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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
Q2 		$4.04K Hold
99
– – ﹤0.01% 7107
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 $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

JP Morgan Chase held its AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) position steady in Q2 2026 at 99 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #7107.

JP Morgan Chase first reported a position in OCTW in Q4 2022 and has held it in 9 quarters since. The position peaked at $3M in Q1 2023. 81 funds tracked by Wall St. Rank hold OCTW as of Q2 2026.

  • JP Morgan Chase held 99 shares of AllianzIM U.S. Equity Buffer20 Oct ETF worth $4.04K as of Q2 2026.
  • JP Morgan Chase left its AllianzIM U.S. Equity Buffer20 Oct ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Oct ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7107 holding.
  • JP Morgan Chase first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2022 and has held it in 9 quarters since.
  • JP Morgan Chase's AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $3M in Q1 2023.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q2 2026.

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