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 Q2	$110K	Buy	+2,645	New	+$108K	﹤0.01%	5972
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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

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

LCWM

Legacy Capital Wealth Management The Woodlands, Texas $218M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026: 2,645 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #5972 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in UDEC as recently as Q4 2025.

JP Morgan Chase first reported a position in UDEC in Q4 2022 and has held it in 11 quarters since. The position peaked at $913K in Q3 2025. 125 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

JP Morgan Chase held 2,645 shares of Innovator US Equity Ultra Buffer ETF December worth $110K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF December was a new JP Morgan Chase position in Q2 2026.
Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5972 holding.
JP Morgan Chase first reported a position in Innovator US Equity Ultra Buffer ETF December in Q4 2022 and has held it in 11 quarters since.
JP Morgan Chase's Innovator US Equity Ultra Buffer ETF December position peaked at $913K in Q3 2025.
125 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

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