JP Morgan Chase
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JP Morgan Chase’s Clough Select Equity ETF CBSE Stock Holding History

JP Morgan Chase’s Portfolio CBSE Stock Details CBSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.6M Buy
207,579
+15,698
+8% +$752K ﹤0.01% 2903
2026
Q2 		$9.9M Sell
191,881
-19,480
-9% -$931K ﹤0.01% 2810
2026
Q1 		$8.2M Buy
211,361
+12,808
+6% +$538K ﹤0.01% 2862
2025
Q4 		$7.83M Buy
198,553
+6,316
+3% +$254K ﹤0.01% 2921
2025
Q3 		$7.94M Sell
192,237
-12,087
-6% -$469K ﹤0.01% 2921
2025
Q2 		$7.51M Buy
204,324
+12,624
+7% +$407K ﹤0.01% 2794
2025
Q1 		$5.73M Buy
191,700
+8,315
+5% +$280K ﹤0.01% 3033
2024
Q4 		$6.07M Buy
183,385
+24,593
+15% +$806K ﹤0.01% 3184
2024
Q3 		$4.94M Buy
158,792
+130,205
+455% +$3.95M ﹤0.01% 3226
2024
Q2 		$869K Buy
28,587
+26,234
+1,115% +$757K ﹤0.01% 4354
2024
Q1 		$65.3K Buy
+2,353
New +$60.9K ﹤0.01% 5840

Other funds holding CBSE

Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Alchemi Wealth
Alchemi Wealth Essex, Connecticut $223M AUM 31.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase's CBSE Position: Q3 2026 in Review

JP Morgan Chase increased its Clough Select Equity ETF (CBSE) stake by 8.2% in Q3 2026, buying an estimated $752K and bringing the position to 207,579 shares worth $9.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

JP Morgan Chase first reported a position in CBSE in Q1 2024 and has held it in 11 quarters since. The position peaked at $9.9M in Q2 2026. 6 funds tracked by Wall St. Rank hold CBSE as of Q3 2026.

  • JP Morgan Chase held 207,579 shares of Clough Select Equity ETF worth $9.6M as of Q3 2026.
  • JP Morgan Chase bought 15,698 Clough Select Equity ETF shares in Q3 2026, an estimated $752K.
  • Clough Select Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #2903 holding.
  • JP Morgan Chase first reported a position in Clough Select Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • JP Morgan Chase's Clough Select Equity ETF position peaked at $9.9M in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.