JP Morgan Chase
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JP Morgan Chase’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

JP Morgan Chase’s Portfolio CLSM Stock Details CLSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.6K Buy
+1,745
New +$45.9K ﹤0.01% 6442
2024
Q4 		– Sell
-4,293
Closed -$91.5K – 7431
2024
Q3 		$91.5K Buy
+4,293
New +$89.9K ﹤0.01% 5738
2023
Q4 		– Sell
-27,549
Closed -$541K – 7564
2023
Q3 		$541K Sell
27,549
-10,466
-28% -$209K ﹤0.01% 4424
2023
Q2 		$771K Buy
38,015
+8,385
+28% +$168K ﹤0.01% 4240
2023
Q1 		$597K Buy
+29,630
New +$601K ﹤0.01% 4380
2022
Q4 		– Sell
-3,628
Closed -$76K – 6594
2022
Q3 		$76K Sell
3,628
-2,793
-43% -$59.7K ﹤0.01% 5405
2022
Q2 		$137K Buy
+6,421
New +$142K ﹤0.01% 5262

Other funds holding CLSM

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q2 2026: 1,745 shares worth $47.6K. The stake represents ﹤0.01% of the portfolio and ranks #6442 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in CLSM as recently as Q3 2024.

JP Morgan Chase first reported a position in CLSM in Q2 2022 and has held it in 7 quarters since. The position peaked at $771K in Q2 2023. 15 funds tracked by Wall St. Rank hold CLSM as of Q2 2026.

  • JP Morgan Chase held 1,745 shares of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF worth $47.6K as of Q2 2026.
  • Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF was a new JP Morgan Chase position in Q2 2026.
  • Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6442 holding.
  • JP Morgan Chase first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q2 2022 and has held it in 7 quarters since.
  • JP Morgan Chase's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $771K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q2 2026.

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