Jones Financial Companies
CGMM

Jones Financial Companies’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Jones Financial Companies’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
Q1 		$42.5M Buy
1,478,890
+1,009,098
+215% +$30.6M 0.02% 392
2025
Q4 		$13.6M Buy
469,792
+363,877
+344% +$10.4M 0.01% 395
2025
Q3 		$3M Buy
+105,915
New +$2.95M ﹤0.01% 734

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MFG
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CAPTRUST Financial Advisors
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KIM
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