JP Morgan Chase
CLSM icon

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
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 $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

JP Morgan Chase's CLSM Position: Q4 2024 in Review

JP Morgan Chase sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q4 2024, closing a stake of 4,293 shares — an estimated $91.5K sold.

JP Morgan Chase first reported a position in CLSM in Q2 2022 and held it in 6 quarters. The position peaked at $771K in Q2 2023. 15 funds tracked by Wall St. Rank hold CLSM as of Q4 2024.

  • JP Morgan Chase reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 4,293 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q4 2024, an estimated $91.5K.
  • JP Morgan Chase first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q2 2022 and held it in 6 quarters.
  • 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 Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.