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
Q2 		$1.11M Buy
29,326
+4,706
+19% +$175K ﹤0.01% 4591
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 $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

JP Morgan Chase increased its Capital Group Dividend Growers ETF (CGDG) stake by 19% in Q2 2026, buying an estimated $175K and bringing the position to 29,326 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #4591.

JP Morgan Chase first reported a position in CGDG in Q3 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • JP Morgan Chase held 29,326 shares of Capital Group Dividend Growers ETF worth $1.11M as of Q2 2026.
  • JP Morgan Chase bought 4,706 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $175K.
  • Capital Group Dividend Growers ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4591 holding.
  • JP Morgan Chase first reported a position in Capital Group Dividend Growers ETF in Q3 2024 and has held it in 8 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

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