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
Q2 		$9.89M 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

WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AW
Alchemi Wealth Essex, Connecticut $213M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase reduced its Clough Select Equity ETF (CBSE) stake by 9.2% in Q2 2026, selling an estimated $931K and leaving 191,881 shares worth $9.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

JP Morgan Chase first reported a position in CBSE in Q1 2024 and has held it in 10 quarters since. 9 funds tracked by Wall St. Rank hold CBSE as of Q2 2026.

  • JP Morgan Chase held 191,881 shares of Clough Select Equity ETF worth $9.89M as of Q2 2026.
  • JP Morgan Chase sold 19,480 Clough Select Equity ETF shares in Q2 2026, an estimated $931K.
  • Clough Select Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2810 holding.
  • JP Morgan Chase first reported a position in Clough Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 9 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q2 2026.

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