JP Morgan Chase’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$519K	Sell	13,779 -342	-2%	-$13.3K	﹤0.01%	4980
2025 Q4	$547K	Sell	14,121 -349	-2%	-$13.4K	﹤0.01%	4950
2025 Q3	$551K	Buy	14,470 +698	+5%	+$26.1K	﹤0.01%	4961
2025 Q2	$507K	Sell	13,772 -127	-0.9%	-$4.35K	﹤0.01%	4777
2025 Q1	$466K	Sell	13,899 -202	-1%	-$6.99K	﹤0.01%	4826
2024 Q4	$486K	Buy	14,101 +14,094	+201,343%	+$485K	﹤0.01%	5057
2024 Q3	$237	Hold	7	–	–	﹤0.01%	6886
2024 Q2	$228	Hold	7	–	–	﹤0.01%	6773
2024 Q1	$223	Hold	7	–	–	﹤0.01%	6797
2023 Q4	$212	Sell	7 -4,841	-100%	-$140K	﹤0.01%	7044
2023 Q3	$137K	Buy	+4,848	New	+$140K	﹤0.01%	5299
2022 Q3	–	Sell	-3,196	Closed	-$81K	–	6871
2022 Q2	$81K	Buy	+3,196	New	+$83.9K	﹤0.01%	5506

Other funds holding UJUL

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PCA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

BCM

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

FIA

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

IWM

IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return

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

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

JP Morgan Chase reduced its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 2.4% in Q1 2026, selling an estimated $13.3K and leaving 13,779 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #4980.

JP Morgan Chase first reported a position in UJUL in Q2 2022 and has held it in 12 quarters since. The position peaked at $551K in Q3 2025. 73 funds tracked by Wall St. Rank hold UJUL as of Q1 2026.

JP Morgan Chase held 13,779 shares of Innovator US Equity Ultra Buffer ETF July worth $519K as of Q1 2026.
JP Morgan Chase sold 342 Innovator US Equity Ultra Buffer ETF July shares in Q1 2026, an estimated $13.3K.
Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4980 holding.
JP Morgan Chase first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2022 and has held it in 12 quarters since.
JP Morgan Chase's Innovator US Equity Ultra Buffer ETF July position peaked at $551K in Q3 2025.
73 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2026.

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