JP Morgan Chase
PSEP icon

JP Morgan Chase’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

JP Morgan Chase’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$185K Buy
4,368
+2,738
+168% +$120K ﹤0.01% 5512
2025
Q4 		$71.3K Hold
1,630
– – ﹤0.01% 6078
2025
Q3 		$70K Hold
1,630
– – ﹤0.01% 6096
2025
Q2 		$66.7K Sell
1,630
-2,509
-61% -$97.8K ﹤0.01% 5786
2025
Q1 		$159K Buy
4,139
+2,526
+157% +$99.2K ﹤0.01% 5341
2024
Q4 		$63K Sell
1,613
-504
-24% -$19.6K ﹤0.01% 5927
2024
Q3 		$81.6K Buy
+2,117
New +$80K ﹤0.01% 5779
2024
Q2 		– Sell
-4,449
Closed -$162K – 7679
2024
Q1 		$162K Buy
+4,449
New +$158K ﹤0.01% 5452
2023
Q3 		– Sell
-6,113
Closed -$200K – 7678
2023
Q2 		$200K Buy
6,113
+4,863
+389% +$152K ﹤0.01% 5069
2023
Q1 		$38.4K Hold
1,250
– – ﹤0.01% 5805
2022
Q4 		$37K Buy
+1,250
New +$36.4K ﹤0.01% 5714

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return