JP Morgan Chase
UJAN icon

JP Morgan Chase’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

JP Morgan Chase’s Portfolio UJAN Stock Details UJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.41K Hold
129
– – ﹤0.01% 6877
2025
Q4 		$5.58K Sell
129
-5,661
-98% -$241K ﹤0.01% 6796
2025
Q3 		$244K Buy
+5,790
New +$239K ﹤0.01% 5414
2025
Q2 		– Sell
-4,168
Closed -$159K – 7660
2025
Q1 		$159K Buy
4,168
+3,923
+1,601% +$153K ﹤0.01% 5342
2024
Q4 		$9.54K Sell
245
-707
-74% -$27.2K ﹤0.01% 6398
2024
Q3 		$36.2K Sell
952
-1,313
-58% -$49.2K ﹤0.01% 6089
2024
Q2 		$84.1K Buy
2,265
+1,649
+268% +$59.8K ﹤0.01% 5615
2024
Q1 		$22.2K Hold
616
– – ﹤0.01% 6202
2023
Q4 		$21.2K Sell
616
-3,248
-84% -$109K ﹤0.01% 6239
2023
Q3 		$119K Buy
3,864
+3,140
+434% +$103K ﹤0.01% 5372
2023
Q2 		$23.7K Buy
+724
New +$22.9K ﹤0.01% 5885

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return