JPMORGAN CHASE & CO
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 19617
NEW YORK, NY
Position in ACIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$237,436
+$1,958 QoQ
Shares Held
5,146
-8.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 52 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACIO Over Time
Shares Held
Position Value (USD)
All Filings in ACIO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,436 | 5,146 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $235,478 | 5,612 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $290,123 | 6,639 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $150,137 | 3,457 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $68,020 | 1,643 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $714,101 | 18,457 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $144,582 | 3,593 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $205,654 | 5,175 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $103,745 | 2,757 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $99,340 | 2,757 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $91,422 | 2,757 | Shares | Sole | 2024-12-26 | |
| 2023-09-30 | $120,472 | 3,959 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $110,689 | 3,558 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $107,416 | 3,558 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $151,818 | 5,266 | Shares | Defined | 2023-02-13 | |
| 2022-06-30 | $187,020 | 6,487 | Shares | Defined | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||