JP Morgan Chase
CGBL icon

JP Morgan Chase’s Capital Group Core Balanced ETF CGBL Stock Holding History

JP Morgan Chase’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.39M Buy
142,116
+39,531
+39% +$1.46M ﹤0.01% 3388
2026
Q1 		$3.47M Buy
102,585
+45,614
+80% +$1.63M ﹤0.01% 3661
2025
Q4 		$2.01M Buy
56,971
+33,965
+148% +$1.19M ﹤0.01% 4067
2025
Q3 		$799K Buy
23,006
+14,966
+186% +$510K ﹤0.01% 4747
2025
Q2 		$269K Buy
+8,040
New +$254K ﹤0.01% 5086

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 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 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JP Morgan Chase increased its Capital Group Core Balanced ETF (CGBL) stake by 39% in Q2 2026, buying an estimated $1.46M and bringing the position to 142,116 shares worth $5.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3388.

JP Morgan Chase first reported a position in CGBL in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • JP Morgan Chase held 142,116 shares of Capital Group Core Balanced ETF worth $5.39M as of Q2 2026.
  • JP Morgan Chase bought 39,531 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.46M.
  • Capital Group Core Balanced ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3388 holding.
  • JP Morgan Chase first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 5 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

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