JP Morgan Chase
CLSA

JP Morgan Chase’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

JP Morgan Chase’s Portfolio CLSA Stock Details CLSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-29,962
Closed -$549K – 7995
2023
Q3 		$549K Buy
29,962
+20,589
+220% +$382K ﹤0.01% 4416
2023
Q2 		$178K Sell
9,373
-76,124
-89% -$1.42M ﹤0.01% 5146
2023
Q1 		$1.6M Buy
+85,497
New +$1.6M ﹤0.01% 3696
2022
Q4 		– Sell
-14,462
Closed -$269K – 7163
2022
Q3 		$269K Buy
+14,462
New +$275K ﹤0.01% 4806

Other funds holding CLSA

GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q4 2023, closing a stake of 29,962 shares — an estimated $549K sold.

JP Morgan Chase first reported a position in CLSA in Q3 2022 and held it in 4 quarters. The position peaked at $1.6M in Q1 2023. 7 funds tracked by Wall St. Rank hold CLSA as of Q4 2023.

  • JP Morgan Chase reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 29,962 Cabana Target Leading Sector Aggressive ETF shares in Q4 2023, an estimated $549K.
  • JP Morgan Chase first reported a position in Cabana Target Leading Sector Aggressive ETF in Q3 2022 and held it in 4 quarters.
  • JP Morgan Chase's Cabana Target Leading Sector Aggressive ETF position peaked at $1.6M in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q4 2023.

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