JP Morgan Chase’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$176K	Buy	+4,484	New	+$180K	﹤0.01%	5536
2025 Q4	–	Sell	-4,877	Closed	-$190K	–	7795
2025 Q3	$190K	Buy	+4,877	New	+$187K	﹤0.01%	5546
2025 Q1	–	Sell	-1,044	Closed	-$37.3K	–	7744
2024 Q4	$37.3K	Buy	+1,044	New	+$37K	﹤0.01%	6107
2024 Q3	–	Sell	-13,833	Closed	-$466K	–	7688
2024 Q2	$466K	Buy	13,833 +9,909	+253%	+$325K	﹤0.01%	4731
2024 Q1	$128K	Buy	+3,924	New	+$126K	﹤0.01%	5560
2023 Q2	–	Sell	-6,800	Closed	-$195K	–	7349
2023 Q1	$195K	Buy	+6,800	New	+$192K	﹤0.01%	5083

Other funds holding UMAR

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

PCA

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

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2026: 4,484 shares worth $176K. The stake represents ﹤0.01% of the portfolio and ranks #5536 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in UMAR as recently as Q3 2025.

JP Morgan Chase first reported a position in UMAR in Q1 2023 and has held it in 6 quarters since. The position peaked at $466K in Q2 2024. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

JP Morgan Chase held 4,484 shares of Innovator US Equity Ultra Buffer ETF March worth $176K as of Q1 2026.
Innovator US Equity Ultra Buffer ETF March was a new JP Morgan Chase position in Q1 2026.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5536 holding.
JP Morgan Chase first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2023 and has held it in 6 quarters since.
JP Morgan Chase's Innovator US Equity Ultra Buffer ETF March position peaked at $466K in Q2 2024.
82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

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