JP Morgan Chase
CAFX

JP Morgan Chase’s Congress Intermediate Bond ETF CAFX Stock Holding History

JP Morgan Chase’s Portfolio CAFX Stock Details CAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,497
Closed -$113K – 7864
2025
Q3 		$113K Buy
+4,497
New +$112K ﹤0.01% 5835

Other funds holding CAFX

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Envestnet Asset Management
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase's CAFX Position: Q4 2025 in Review

JP Morgan Chase sold out of Congress Intermediate Bond ETF (CAFX) in Q4 2025, closing a stake of 4,497 shares — an estimated $113K sold.

JP Morgan Chase first reported a position in CAFX in Q3 2025 and held it in 1 quarter. The position peaked at $113K in Q3 2025. 27 funds tracked by Wall St. Rank hold CAFX as of Q4 2025.

  • JP Morgan Chase reported no remaining Congress Intermediate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 4,497 Congress Intermediate Bond ETF shares in Q4 2025, an estimated $113K.
  • JP Morgan Chase first reported a position in Congress Intermediate Bond ETF in Q3 2025 and held it in 1 quarter.
  • JP Morgan Chase's Congress Intermediate Bond ETF position peaked at $113K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.