JP Morgan Chase
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JP Morgan Chase’s Capital Group Core Plus Income ETF CGCP Stock Holding History

JP Morgan Chase’s Portfolio CGCP Stock Details CGCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.44M Buy
256,665
+163,082
+174% +$3.58M ﹤0.01% 3419
2026
Q2 		$2.09M Buy
93,583
+5,876
+7% +$131K ﹤0.01% 4140
2026
Q1 		$1.95M Sell
87,707
-57,065
-39% -$1.29M ﹤0.01% 4123
2025
Q4 		$3.28M Buy
144,772
+25,694
+22% +$585K ﹤0.01% 3689
2025
Q3 		$2.71M Buy
119,078
+61,650
+107% +$1.39M ﹤0.01% 3854
2025
Q2 		$1.29M Buy
57,428
+11,516
+25% +$256K ﹤0.01% 4226
2025
Q1 		$1.03M Buy
45,912
+808
+2% +$18.1K ﹤0.01% 4331
2024
Q4 		$1M Buy
45,104
+965
+2% +$21.8K ﹤0.01% 4634
2024
Q3 		$977K Sell
44,139
-3,395
-7% -$77.5K ﹤0.01% 4480
2024
Q2 		$1.05M Sell
47,534
-13,128
-22% -$291K ﹤0.01% 4238
2024
Q1 		$1.36M Buy
60,662
+55,728
+1,129% +$1.25M ﹤0.01% 4122
2023
Q4 		$112K Buy
+4,934
New +$108K ﹤0.01% 5686

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Souders Financial Advisors
Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JP Morgan Chase's CGCP Position: Q3 2026 in Review

JP Morgan Chase increased its Capital Group Core Plus Income ETF (CGCP) stake by 174% in Q3 2026, buying an estimated $3.58M and bringing the position to 256,665 shares worth $5.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3419.

JP Morgan Chase first reported a position in CGCP in Q4 2023 and has held it in 12 quarters since. 258 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • JP Morgan Chase held 256,665 shares of Capital Group Core Plus Income ETF worth $5.44M as of Q3 2026.
  • JP Morgan Chase bought 163,082 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $3.58M.
  • Capital Group Core Plus Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #3419 holding.
  • JP Morgan Chase first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 12 quarters since.
  • 258 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.