JP Morgan Chase’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50	Closed	-$1.98K	–	7914
2025 Q4	$1.98K	Sell	50 -23,741	-100%	-$926K	﹤0.01%	6948
2025 Q3	$913K	Buy	23,791 +10,891	+84%	+$407K	﹤0.01%	4657
2025 Q2	$470K	Buy	+12,900	New	+$449K	﹤0.01%	4818
2025 Q1	–	Sell	-463	Closed	-$16.2K	–	7742
2024 Q4	$16.2K	Hold	463	–	–	﹤0.01%	6293
2024 Q3	$16.2K	Hold	463	–	–	﹤0.01%	6284
2024 Q2	$15.9K	Sell	463 -2,207	-83%	-$74.2K	﹤0.01%	6185
2024 Q1	$89.2K	Buy	+2,670	New	+$87.3K	﹤0.01%	5723
2023 Q4	–	Sell	-17,414	Closed	-$512K	–	7882
2023 Q3	$512K	Buy	+17,414	New	+$527K	﹤0.01%	4462
2023 Q2	–	Sell	-1,500	Closed	-$42.8K	–	7345
2023 Q1	$42.8K	Hold	1,500	–	–	﹤0.01%	5758
2022 Q4	$41K	Buy	+1,500	New	+$41.8K	﹤0.01%	5691

Other funds holding UDEC

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $753M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LCWM

Legacy Capital Wealth Management The Woodlands, Texas $174M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

JP Morgan Chase's UDEC Position: Q1 2026 in Review

JP Morgan Chase sold out of Innovator US Equity Ultra Buffer ETF December (UDEC) in Q1 2026, closing a stake of 50 shares — an estimated $1.98K sold.

JP Morgan Chase first reported a position in UDEC in Q4 2022 and held it in 10 quarters. The position peaked at $913K in Q3 2025. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

JP Morgan Chase reported no remaining Innovator US Equity Ultra Buffer ETF December position as of Q1 2026 after selling out during the quarter.
JP Morgan Chase sold 50 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $1.98K.
JP Morgan Chase first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and held it in 10 quarters.
JP Morgan Chase's Innovator US Equity Ultra Buffer ETF December position peaked at $913K in Q3 2025.
111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.