JP Morgan Chase
XTOC icon

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 – 7914
2023
Q3 		$25 Hold
1
– – ﹤0.01% 7126
2023
Q2 		$24 Hold
1
– – ﹤0.01% 6779
2023
Q1 		$0 Hold
1
– – ﹤0.01% 7287
2022
Q4 		$0 Buy
+1
New +$21 ﹤0.01% 7057

Other funds holding XTOC

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

JP Morgan Chase's XTOC Position: Q4 2023 in Review

JP Morgan Chase sold out of Innovator US Equity Accelerated Plus ETF October (XTOC) in Q4 2023, closing a stake of 1 share — an estimated $25 sold.

JP Morgan Chase first reported a position in XTOC in Q4 2022 and held it in 4 quarters. The position peaked at $25 in Q3 2023. 14 funds tracked by Wall St. Rank hold XTOC as of Q4 2023.

  • JP Morgan Chase reported no remaining Innovator US Equity Accelerated Plus ETF October position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 1 Innovator US Equity Accelerated Plus ETF October share in Q4 2023, an estimated $25.
  • JP Morgan Chase first reported a position in Innovator US Equity Accelerated Plus ETF October in Q4 2022 and held it in 4 quarters.
  • JP Morgan Chase's Innovator US Equity Accelerated Plus ETF October position peaked at $25 in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.