JP Morgan Chase’s Capital Group Core Bond ETF CGCB Stock Holding History

JP Morgan Chase’s Portfolio CGCB Stock Details CGCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.94M	Buy	149,904 +2,212	+1%	+$58K	﹤0.01%	3659
2026 Q1	$3.87M	Buy	147,692 +1,581	+1%	+$42K	﹤0.01%	3558
2025 Q4	$3.87M	Sell	146,111 -148,374	-50%	-$3.95M	﹤0.01%	3560
2025 Q3	$7.83M	Buy	294,485 +96,497	+49%	+$2.55M	﹤0.01%	2935
2025 Q2	$5.21M	Buy	197,988 +5,767	+3%	+$150K	﹤0.01%	3118
2025 Q1	$5.05M	Buy	192,221 +71,901	+60%	+$1.87M	﹤0.01%	3152
2024 Q4	$3.1M	Buy	120,320 +108,092	+884%	+$2.84M	﹤0.01%	3809
2024 Q3	$330K	Buy	+12,228	New	+$326K	﹤0.01%	5153

Other funds holding CGCB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

JP Morgan Chase increased its Capital Group Core Bond ETF (CGCB) stake by 1.5% in Q2 2026, buying an estimated $58K and bringing the position to 149,904 shares worth $3.94M. The position accounts for ﹤0.01% of the portfolio, ranked #3659.

JP Morgan Chase first reported a position in CGCB in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.83M in Q3 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

JP Morgan Chase held 149,904 shares of Capital Group Core Bond ETF worth $3.94M as of Q2 2026.
JP Morgan Chase bought 2,212 Capital Group Core Bond ETF shares in Q2 2026, an estimated $58K.
Capital Group Core Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3659 holding.
JP Morgan Chase first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 8 quarters since.
JP Morgan Chase's Capital Group Core Bond ETF position peaked at $7.83M in Q3 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

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