JP Morgan Chase’s AdvisorShares Focused Equity ETF CWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$277K	Buy	+4,065	New	+$275K	﹤0.01%	5438
2026 Q1	–	Hold	0	–	–	–	7375
2025 Q4	–	Hold	0	–	–	–	7264
2025 Q3	–	Hold	0	–	–	–	7238
2025 Q2	–	Hold	0	–	–	–	6909

Other funds holding CWS

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stone Wealth Partners Lafayette, Louisiana $137M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

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

JP Morgan Chase opened a new position in AdvisorShares Focused Equity ETF (CWS) in Q2 2026: 4,065 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #5438 among its holdings.

52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

JP Morgan Chase held 4,065 shares of AdvisorShares Focused Equity ETF worth $277K as of Q2 2026.
AdvisorShares Focused Equity ETF was a new JP Morgan Chase position in Q2 2026.
AdvisorShares Focused Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5438 holding.
52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

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