JP Morgan Chase

JP Morgan Chase’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

JP Morgan Chase’s Portfolio SIXO Stock Details SIXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-29,182	Closed	-$1.01M	–	7856
2025 Q4	$1.01M	Buy	29,182 +15,693	+116%	+$538K	﹤0.01%	4601
2025 Q3	$457K	Buy	+13,489	New	+$453K	﹤0.01%	5087
2025 Q2	–	Sell	-2,000	Closed	-$63.2K	–	7587
2025 Q1	$63.2K	Hold	2,000	–	–	﹤0.01%	5781
2024 Q4	$64.8K	Sell	2,000 -7,089	-78%	-$229K	﹤0.01%	5915
2024 Q3	$289K	Buy	+9,089	New	+$280K	﹤0.01%	5228
2023 Q2	–	Sell	-1,000	Closed	-$26.3K	–	7290
2023 Q1	$26.3K	Hold	1,000	–	–	﹤0.01%	5906
2022 Q4	$25K	Buy	+1,000	New	+$24.3K	﹤0.01%	5822

Other funds holding SIXO

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return