JP Morgan Chase
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JP Morgan Chase’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

JP Morgan Chase’s Portfolio USEP Stock Details USEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$520K Buy
12,603
+4,646
+58% +$189K ﹤0.01% 5073
2026
Q1 		$303K Buy
+7,957
New +$313K ﹤0.01% 5269
2025
Q4 		– Sell
-426
Closed -$16.5K – 7800
2025
Q3 		$16.5K Buy
+426
New +$16.1K ﹤0.01% 6524
2024
Q2 		– Sell
-165
Closed -$5.44K – 7762
2024
Q1 		$5.44K Buy
+165
New +$5.3K ﹤0.01% 6437
2023
Q3 		– Sell
-7,970
Closed -$234K – 7749
2023
Q2 		$234K Buy
+7,970
New +$224K ﹤0.01% 4985

Other funds holding USEP

SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

JP Morgan Chase increased its Innovator US Equity Ultra Buffer ETF September (USEP) stake by 58% in Q2 2026, buying an estimated $189K and bringing the position to 12,603 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #5073.

JP Morgan Chase first reported a position in USEP in Q2 2023 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold USEP as of Q2 2026.

  • JP Morgan Chase held 12,603 shares of Innovator US Equity Ultra Buffer ETF September worth $520K as of Q2 2026.
  • JP Morgan Chase bought 4,646 Innovator US Equity Ultra Buffer ETF September shares in Q2 2026, an estimated $189K.
  • Innovator US Equity Ultra Buffer ETF September made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5073 holding.
  • JP Morgan Chase first reported a position in Innovator US Equity Ultra Buffer ETF September in Q2 2023 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q2 2026.

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