JP Morgan Chase
CSM icon

JP Morgan Chase’s ProShares Large Cap Core Plus CSM Stock Holding History

JP Morgan Chase’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$565K Buy
6,683
+3,192
+91% +$266K ﹤0.01% 5010
2026
Q1 		$255K Buy
3,491
+3,122
+846% +$245K ﹤0.01% 5355
2025
Q4 		$29.4K Hold
369
– – ﹤0.01% 6417
2025
Q3 		$28.3K Hold
369
– – ﹤0.01% 6396
2025
Q2 		$26K Buy
+369
New +$24.1K ﹤0.01% 6114
2023
Q1 		– Sell
-2,750
Closed -$124K – 6772
2022
Q4 		$124K Buy
+2,750
New +$125K ﹤0.01% 5262
2019
Q4 		– Sell
-5,158
Closed -$183K – 5637
2019
Q3 		$183K Sell
5,158
-3,804
-42% -$134K ﹤0.01% 4673
2019
Q2 		$314K Sell
8,962
-23,238
-72% -$809K ﹤0.01% 4456
2019
Q1 		$1.1M Sell
32,200
-9,478
-23% -$314K ﹤0.01% 3746
2018
Q4 		$1.26M Sell
41,678
-5,776
-12% -$191K ﹤0.01% 3592
2018
Q3 		$1.71M Buy
47,454
+25,204
+113% +$890K ﹤0.01% 3561
2018
Q2 		$751K Sell
22,250
-12,278
-36% -$415K ﹤0.01% 3979
2018
Q1 		$1.15M Buy
+34,528
New +$1.18M ﹤0.01% 3595
2017
Q3 		– Sell
-900
Closed -$27K – 4989
2017
Q2 		$27K Sell
900
-304
-25% -$9.02K ﹤0.01% 4473
2017
Q1 		$35K Buy
+1,204
New +$34.5K ﹤0.01% 4608
2016
Q3 		– Sell
-1,600
Closed -$41K – 4584
2016
Q2 		$41K Hold
1,600
– – ﹤0.01% 4100
2016
Q1 		$40K Buy
+1,600
New +$38K ﹤0.01% 3947

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase increased its ProShares Large Cap Core Plus (CSM) stake by 91% in Q2 2026, buying an estimated $266K and bringing the position to 6,683 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #5010.

JP Morgan Chase first reported a position in CSM in Q1 2016 and has held it in 17 quarters since. The position peaked at $1.71M in Q3 2018. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • JP Morgan Chase held 6,683 shares of ProShares Large Cap Core Plus worth $565K as of Q2 2026.
  • JP Morgan Chase bought 3,192 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $266K.
  • ProShares Large Cap Core Plus made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5010 holding.
  • JP Morgan Chase first reported a position in ProShares Large Cap Core Plus in Q1 2016 and has held it in 17 quarters since.
  • JP Morgan Chase's ProShares Large Cap Core Plus position peaked at $1.71M in Q3 2018.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

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