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 Q3	$241K	Hold	7,770	–	–	0.02%	219
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

MLRA

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WWP

Wise Wealth Partners Phoenix, Arizona $54.6M AUM 9.99% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

JGP Wealth Management's CGMM Position: Q3 2026 in Review

JGP Wealth Management held its Capital Group U.S. Small and Mid Cap ETF (CGMM) position steady in Q3 2026 at 7,770 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #219.

JGP Wealth Management first reported a position in CGMM in Q2 2025 and has held it in 6 quarters since. The position peaked at $256K in Q2 2026. 22 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

JGP Wealth Management held 7,770 shares of Capital Group U.S. Small and Mid Cap ETF worth $241K as of Q3 2026.
JGP Wealth Management left its Capital Group U.S. Small and Mid Cap ETF share count unchanged in Q3 2026.
Capital Group U.S. Small and Mid Cap ETF made up 0.02% of JGP Wealth Management's portfolio in Q3 2026, its #219 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 6 quarters since.
JGP Wealth Management's Capital Group U.S. Small and Mid Cap ETF position peaked at $256K in Q2 2026.
22 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.