JP Morgan Chase’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

JP Morgan Chase’s Portfolio CSML Stock Details CSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,874	Closed	-$60K	–	7361
2022 Q4	$60K	Buy	+1,874	New	+$60K	﹤0.01%	5558
2020 Q1	–	Sell	-2,173	Closed	-$59K	–	5816
2019 Q4	$59K	Sell	2,173 -294	-12%	-$7.75K	﹤0.01%	5072
2019 Q3	$62K	Sell	2,467 -362	-13%	-$8.95K	﹤0.01%	5081
2019 Q2	$69K	Buy	2,829 +2,247	+386%	+$55.7K	﹤0.01%	5056
2019 Q1	$14K	Buy	+582	New	+$14.6K	﹤0.01%	5485
2018 Q4	–	Sell	-184	Closed	-$5K	–	5992
2018 Q3	$5K	Buy	+184	New	+$5.34K	﹤0.01%	5564

Other funds holding CSML

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWIM

Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

JP Morgan Chase's CSML Position: Q1 2023 in Review

JP Morgan Chase sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q1 2023, closing a stake of 1,874 shares — an estimated $60K sold.

JP Morgan Chase first reported a position in CSML in Q3 2018 and held it in 6 quarters. The position peaked at $69K in Q2 2019. 21 funds tracked by Wall St. Rank hold CSML as of Q1 2023.

JP Morgan Chase reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q1 2023 after selling out during the quarter.
JP Morgan Chase sold 1,874 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q1 2023, an estimated $60K.
JP Morgan Chase first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q3 2018 and held it in 6 quarters.
JP Morgan Chase's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $69K in Q2 2019.
21 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.