JP Morgan Chase
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JP Morgan Chase’s Congress SMid Growth ETF CSMD Stock Holding History

JP Morgan Chase’s Portfolio CSMD Stock Details CSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127K Buy
3,535
+2,616
+285% +$87.9K ﹤0.01% 5879
2026
Q1 		$27.3K Hold
919
– – ﹤0.01% 6435
2025
Q4 		$29.1K Buy
+919
New +$30K ﹤0.01% 6420

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

JP Morgan Chase increased its Congress SMid Growth ETF (CSMD) stake by 285% in Q2 2026, buying an estimated $87.9K and bringing the position to 3,535 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #5879.

JP Morgan Chase first reported a position in CSMD in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • JP Morgan Chase held 3,535 shares of Congress SMid Growth ETF worth $127K as of Q2 2026.
  • JP Morgan Chase bought 2,616 Congress SMid Growth ETF shares in Q2 2026, an estimated $87.9K.
  • Congress SMid Growth ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5879 holding.
  • JP Morgan Chase first reported a position in Congress SMid Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

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