Jones Financial Companies
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Jones Financial Companies’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Jones Financial Companies’s Portfolio CGCP Stock Details CGCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$97.1M Buy
4,331,565
+604,688
+16% +$13.5M 0.04% 253
2026
Q1 		$82.8M Buy
3,726,877
+934,106
+33% +$21.2M 0.04% 233
2025
Q4 		$63.2M Buy
2,792,771
+544,545
+24% +$12.4M 0.04% 150
2025
Q3 		$51.2M Buy
2,248,226
+452,049
+25% +$10.2M 0.03% 154
2025
Q2 		$40.3M Buy
1,796,177
+404,857
+29% +$9M 0.03% 165
2025
Q1 		$31.2M Buy
1,391,320
+396,889
+40% +$8.88M 0.03% 160
2024
Q4 		$22.1M Buy
994,431
+375,077
+61% +$8.46M 0.02% 161
2024
Q3 		$14.3M Buy
619,354
+379,372
+158% +$8.67M 0.01% 172
2024
Q2 		$5.33M Buy
239,982
+218,885
+1,038% +$4.86M 0.01% 203
2024
Q1 		$474K Buy
+21,097
New +$475K ﹤0.01% 335

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jones Financial Companies's CGCP Position: Q2 2026 in Review

Jones Financial Companies increased its Capital Group Core Plus Income ETF (CGCP) stake by 16% in Q2 2026, buying an estimated $13.5M and bringing the position to 4,331,565 shares worth $97.1M. The position accounts for 0.04% of the portfolio, ranked #253.

Jones Financial Companies first reported a position in CGCP in Q1 2024 and has held it in 10 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Jones Financial Companies held 4,331,565 shares of Capital Group Core Plus Income ETF worth $97.1M as of Q2 2026.
  • Jones Financial Companies bought 604,688 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $13.5M.
  • Capital Group Core Plus Income ETF made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #253 holding.
  • Jones Financial Companies first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.