JP Morgan Chase
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JP Morgan Chase’s Ballast Small/Mid Cap ETF MGMT Stock Holding History

JP Morgan Chase’s Portfolio MGMT Stock Details MGMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Buy
6,493
+6,394
+6,459% +$308K ﹤0.01% 5341
2026
Q1 		$4.39K Hold
99
– – ﹤0.01% 6905
2025
Q4 		$4.39K Buy
+99
New +$4.33K ﹤0.01% 6827

Other funds holding MGMT

CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
EFA
Englebert Financial Advisers Allentown, Pennsylvania $102M AUM
FCCM
First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
CA
Commerce Advisors Memphis, Tennessee $184M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase increased its Ballast Small/Mid Cap ETF (MGMT) stake by 6,459% in Q2 2026, buying an estimated $308K and bringing the position to 6,493 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #5341.

JP Morgan Chase first reported a position in MGMT in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold MGMT as of Q2 2026.

  • JP Morgan Chase held 6,493 shares of Ballast Small/Mid Cap ETF worth $329K as of Q2 2026.
  • JP Morgan Chase bought 6,394 Ballast Small/Mid Cap ETF shares in Q2 2026, an estimated $308K.
  • Ballast Small/Mid Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5341 holding.
  • JP Morgan Chase first reported a position in Ballast Small/Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Ballast Small/Mid Cap ETF as of Q2 2026.

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