JP Morgan Chase
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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $545M AUM 19.05% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase's CSM Position: Q1 2026 in Review

JP Morgan Chase increased its ProShares Large Cap Core Plus (CSM) stake by 846% in Q1 2026, buying an estimated $245K and bringing the position to 3,491 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #5355.

JP Morgan Chase first reported a position in CSM in Q1 2016 and has held it in 16 quarters since. The position peaked at $1.71M in Q3 2018. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

  • JP Morgan Chase held 3,491 shares of ProShares Large Cap Core Plus worth $255K as of Q1 2026.
  • JP Morgan Chase bought 3,122 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $245K.
  • ProShares Large Cap Core Plus made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5355 holding.
  • JP Morgan Chase first reported a position in ProShares Large Cap Core Plus in Q1 2016 and has held it in 16 quarters since.
  • JP Morgan Chase's ProShares Large Cap Core Plus position peaked at $1.71M in Q3 2018.
  • 101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.