JP Morgan Chase
OCTZ icon

JP Morgan Chase’s TrueShares Structured Outcome October ETF OCTZ Stock Holding History

JP Morgan Chase’s Portfolio OCTZ Stock Details OCTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,892
Closed -$116K – 7974
2026
Q1 		$116K Buy
+2,892
New +$123K ﹤0.01% 5753

Other funds holding OCTZ

TrueMark Investments
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
TWML
Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

JP Morgan Chase sold out of TrueShares Structured Outcome October ETF (OCTZ) in Q2 2026, closing a stake of 2,892 shares — an estimated $116K sold.

JP Morgan Chase first reported a position in OCTZ in Q1 2026 and held it in 1 quarter. The position peaked at $116K in Q1 2026. 20 funds tracked by Wall St. Rank hold OCTZ as of Q2 2026.

  • JP Morgan Chase reported no remaining TrueShares Structured Outcome October ETF position as of Q2 2026 after selling out during the quarter.
  • JP Morgan Chase sold 2,892 TrueShares Structured Outcome October ETF shares in Q2 2026, an estimated $116K.
  • JP Morgan Chase first reported a position in TrueShares Structured Outcome October ETF in Q1 2026 and held it in 1 quarter.
  • JP Morgan Chase's TrueShares Structured Outcome October ETF position peaked at $116K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held TrueShares Structured Outcome October ETF as of Q2 2026.

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