JP Morgan Chase
CGDG icon

JP Morgan Chase’s Capital Group Dividend Growers ETF CGDG Stock Holding History

JP Morgan Chase’s Portfolio CGDG Stock Details CGDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$869K Buy
24,620
+19,016
+339% +$696K ﹤0.01% 4696
2025
Q4 		$200K Buy
5,604
+1,437
+34% +$50.6K ﹤0.01% 5545
2025
Q3 		$144K Buy
4,167
+1,645
+65% +$56K ﹤0.01% 5708
2025
Q2 		$84.8K Sell
2,522
-8,509
-77% -$270K ﹤0.01% 5679
2025
Q1 		$341K Buy
11,031
+9,881
+859% +$304K ﹤0.01% 5000
2024
Q4 		$34.1K Buy
1,150
+399
+53% +$12.1K ﹤0.01% 6128
2024
Q3 		$23.1K Buy
+751
New +$22.2K ﹤0.01% 6206

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase's CGDG Position: Q1 2026 in Review

JP Morgan Chase increased its Capital Group Dividend Growers ETF (CGDG) stake by 339% in Q1 2026, buying an estimated $696K and bringing the position to 24,620 shares worth $869K. The position accounts for ﹤0.01% of the portfolio, ranked #4696.

JP Morgan Chase first reported a position in CGDG in Q3 2024 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • JP Morgan Chase held 24,620 shares of Capital Group Dividend Growers ETF worth $869K as of Q1 2026.
  • JP Morgan Chase bought 19,016 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $696K.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4696 holding.
  • JP Morgan Chase first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 7 quarters since.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.