Jpmorgan Chase & Co »

Profesionally Managed Portfo shares owned by Jpmorgan Chase & Co

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Jpmorgan Chase & Co from 13F filings

Historical chart of Jpmorgan Chase & Co investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Jpmorgan Chase & Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Profesionally Managed Portfo by Jpmorgan Chase & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $127k 3.5k 35.79
2026-03-31 $27k 919 29.68

More positions owned by Jpmorgan Chase & Co

Nvidia Corporation Common (NVDA)
Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Alphabet Common (GOOG)
Amazon Common (AMZN)
Broadcom Common (AVGO)
State Street Spdr S&p 500 Etf Fund (SPY)
Alphabet Common (GOOGL)
Micron Technology Common (MU)
Meta Platforms Common (META)
Advanced Micro Devices Common (AMD)
Lam Research Corp Common (LRCX)
Tesla Common (TSLA)
Vanguard S&p 500 Etf Fund (VOO)
Eli Lilly & Co Common (LLY)

View all positions for Jpmorgan Chase & Co

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Morgan Stanley
Glenview Trust
Rockefeller Capital Management
Envestnet Asset Management
HighTower Advisors
Advisor Group Holdings
Stifel Financial
Berkshire Bank
Integrated Wealth Concepts
Nuveen
Skopos Labs
Clarendon Private
Jones Financial Companies, L.L
Congress Asset Management

View all funds holding Profesionally Managed Portfo