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
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 $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 CGCP Position: Q2 2026 in Review

JP Morgan Chase increased its Capital Group Core Plus Income ETF (CGCP) stake by 6.7% in Q2 2026, buying an estimated $131K and bringing the position to 93,583 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #4140.

JP Morgan Chase first reported a position in CGCP in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.28M in Q4 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • JP Morgan Chase held 93,583 shares of Capital Group Core Plus Income ETF worth $2.09M as of Q2 2026.
  • JP Morgan Chase bought 5,876 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $131K.
  • Capital Group Core Plus Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4140 holding.
  • JP Morgan Chase first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 11 quarters since.
  • JP Morgan Chase's Capital Group Core Plus Income ETF position peaked at $3.28M in Q4 2025.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

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