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
2026
Q2 		$209K Buy
+8,479
New +$210K ﹤0.01% 5591
2025
Q4 		– Sell
-4,497
Closed -$113K – 7864
2025
Q3 		$113K Buy
+4,497
New +$112K ﹤0.01% 5835

Other funds holding CAFX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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 $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase's CAFX Position: Q2 2026 in Review

JP Morgan Chase opened a new position in Congress Intermediate Bond ETF (CAFX) in Q2 2026: 8,479 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #5591 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in CAFX as recently as Q3 2025.

JP Morgan Chase first reported a position in CAFX in Q3 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

  • JP Morgan Chase held 8,479 shares of Congress Intermediate Bond ETF worth $209K as of Q2 2026.
  • Congress Intermediate Bond ETF was a new JP Morgan Chase position in Q2 2026.
  • Congress Intermediate Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5591 holding.
  • JP Morgan Chase first reported a position in Congress Intermediate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.