JP Morgan Chase
CGCV

JP Morgan Chase’s Capital Group Conservative Equity ETF CGCV Stock Holding History

JP Morgan Chase’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.4K Buy
831
+513
+161% +$16.2K ﹤0.01% 6638
2026
Q1 		$9.34K Buy
318
+5
+2% +$155 ﹤0.01% 6759
2025
Q4 		$9.54K Buy
313
+41
+15% +$1.24K ﹤0.01% 6681
2025
Q3 		$8.19K Sell
272
-3,175
-92% -$93.2K ﹤0.01% 6691
2025
Q2 		$98.6K Buy
+3,447
New +$93.3K ﹤0.01% 5614

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

JP Morgan Chase increased its Capital Group Conservative Equity ETF (CGCV) stake by 161% in Q2 2026, buying an estimated $16.2K and bringing the position to 831 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6638.

JP Morgan Chase first reported a position in CGCV in Q2 2025 and has held it in 5 quarters since. The position peaked at $98.6K in Q2 2025. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • JP Morgan Chase held 831 shares of Capital Group Conservative Equity ETF worth $27.4K as of Q2 2026.
  • JP Morgan Chase bought 513 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $16.2K.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6638 holding.
  • JP Morgan Chase first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • JP Morgan Chase's Capital Group Conservative Equity ETF position peaked at $98.6K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

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