JP Morgan Chase
TJUL icon

JP Morgan Chase’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

JP Morgan Chase’s Portfolio TJUL Stock Details TJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$350K Buy
11,983
+8,065
+206% +$239K ﹤0.01% 5213
2025
Q4 		$116K Sell
3,918
-1,992
-34% -$58.6K ﹤0.01% 5803
2025
Q3 		$173K Sell
5,910
-3,481
-37% -$101K ﹤0.01% 5596
2025
Q2 		$269K Sell
9,391
-623
-6% -$17.6K ﹤0.01% 5084
2025
Q1 		$281K Buy
10,014
+4,489
+81% +$126K ﹤0.01% 5085
2024
Q4 		$153K Sell
5,525
-7,236
-57% -$200K ﹤0.01% 5584
2024
Q3 		$350K Buy
+12,761
New +$346K ﹤0.01% 5119

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return