Jones Financial Companies
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Jones Financial Companies’s Capital Group Municipal Income ETF CGMU Stock Holding History

Jones Financial Companies’s Portfolio CGMU Stock Details CGMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107M Buy
3,950,778
+1,704,591
+76% +$47M 0.05% 190
2025
Q4 		$61.5M Buy
2,246,187
+782,074
+53% +$21.4M 0.04% 156
2025
Q3 		$39.8M Buy
1,464,113
+474,350
+48% +$12.8M 0.03% 189
2025
Q2 		$26.4M Buy
989,763
+335,690
+51% +$8.92M 0.02% 214
2025
Q1 		$17.5M Buy
654,073
+198,506
+44% +$5.37M 0.02% 227
2024
Q4 		$12.3M Buy
455,567
+311,810
+217% +$8.48M 0.01% 230
2024
Q3 		$3.95M Buy
143,757
+104,429
+266% +$2.85M ﹤0.01% 324
2024
Q2 		$1.06M Buy
39,328
+32,988
+520% +$885K ﹤0.01% 415
2024
Q1 		$171K Buy
+6,340
New +$171K ﹤0.01% 486

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies's CGMU Position: Q1 2026 in Review

Jones Financial Companies increased its Capital Group Municipal Income ETF (CGMU) stake by 76% in Q1 2026, buying an estimated $47M and bringing the position to 3,950,778 shares worth $107M. The position accounts for 0.05% of the portfolio, ranked #190.

Jones Financial Companies first reported a position in CGMU in Q1 2024 and has held it in 9 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Jones Financial Companies held 3,950,778 shares of Capital Group Municipal Income ETF worth $107M as of Q1 2026.
  • Jones Financial Companies bought 1,704,591 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $47M.
  • Capital Group Municipal Income ETF made up 0.05% of Jones Financial Companies's portfolio in Q1 2026, its #190 holding.
  • Jones Financial Companies first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.