JP Morgan Chase

JP Morgan Chase’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1	Closed	-$25	–	7930
2023 Q3	$25	Hold	1	–	–	﹤0.01%	7126
2023 Q2	$24	Hold	1	–	–	﹤0.01%	6779
2023 Q1	$0	Hold	1	–	–	﹤0.01%	7300
2022 Q4	$0	Buy	+1	New	+$21	﹤0.01%	7068

Other funds holding XTOC

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Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services

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

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return