JP Morgan Chase’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,275	Closed	-$571K	–	7178
2025 Q1	$571K	Buy	+11,275	New	+$572K	﹤0.01%	4683

Other funds holding CVSB

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

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

JP Morgan Chase's CVSB Position: Q2 2025 in Review

JP Morgan Chase sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2025, closing a stake of 11,275 shares — an estimated $571K sold.

JP Morgan Chase first reported a position in CVSB in Q1 2025 and held it in 1 quarter. The position peaked at $571K in Q1 2025. 35 funds tracked by Wall St. Rank hold CVSB as of Q2 2025.

JP Morgan Chase reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q2 2025 after selling out during the quarter.
JP Morgan Chase sold 11,275 Calvert Ultra-Short Investment Grade ETF shares in Q2 2025, an estimated $571K.
JP Morgan Chase first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2025 and held it in 1 quarter.
JP Morgan Chase's Calvert Ultra-Short Investment Grade ETF position peaked at $571K in Q1 2025.
35 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.