JGP Wealth Management’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

JGP Wealth Management’s Portfolio CGMM Stock Details CGMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Hold	7,770	–	–	0.02%	206
2026 Q1	$228K	Hold	7,770	–	–	0.02%	207
2025 Q4	$224K	Hold	7,770	–	–	0.02%	218
2025 Q3	$221K	Hold	7,770	–	–	0.02%	194
2025 Q2	$209K	Buy	+7,770	New	+$192K	0.03%	194

Other funds holding CGMM

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

JGP Wealth Management's CGMM Position: Q2 2026 in Review

JGP Wealth Management held its Capital Group U.S. Small and Mid Cap ETF (CGMM) position steady in Q2 2026 at 7,770 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #206.

JGP Wealth Management first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

JGP Wealth Management held 7,770 shares of Capital Group U.S. Small and Mid Cap ETF worth $256K as of Q2 2026.
JGP Wealth Management left its Capital Group U.S. Small and Mid Cap ETF share count unchanged in Q2 2026.
Capital Group U.S. Small and Mid Cap ETF made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #206 holding.
JGP Wealth Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
96 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.