JP Morgan Chase
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JP Morgan Chase’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

JP Morgan Chase’s Portfolio UFEB Stock Details UFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,651
Closed -$86.3K – 7745
2024
Q3 		$86.3K Hold
2,651
– – ﹤0.01% 5761
2024
Q2 		$83.9K Buy
+2,651
New +$82.1K ﹤0.01% 5617
2023
Q2 		– Sell
-1,300
Closed -$34.5K – 7346
2023
Q1 		$34.5K Buy
+1,300
New +$34.1K ﹤0.01% 5831

Other funds holding UFEB

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

JP Morgan Chase's UFEB Position: Q4 2024 in Review

JP Morgan Chase sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q4 2024, closing a stake of 2,651 shares — an estimated $86.3K sold.

JP Morgan Chase first reported a position in UFEB in Q1 2023 and held it in 3 quarters. The position peaked at $86.3K in Q3 2024. 60 funds tracked by Wall St. Rank hold UFEB as of Q4 2024.

  • JP Morgan Chase reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 2,651 Innovator US Equity Ultra Buffer ETF February shares in Q4 2024, an estimated $86.3K.
  • JP Morgan Chase first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2023 and held it in 3 quarters.
  • JP Morgan Chase's Innovator US Equity Ultra Buffer ETF February position peaked at $86.3K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.