JP Morgan Chase

JP Morgan Chase’s Capital Group Growth ETF CGGR Stock Holding History

JP Morgan Chase’s Portfolio CGGR Stock Details CGGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$122M	Buy	3,148,672 +995,592	+46%	+$43M	0.01%	904
2025 Q4	$89.4M	Buy	2,153,080 +768,155	+55%	+$33.9M	0.01%	996
2025 Q3	$57.5M	Buy	1,384,925 +400,108	+41%	+$16.9M	﹤0.01%	1323
2025 Q2	$40M	Sell	984,817 -51,565	-5%	-$1.88M	﹤0.01%	1466
2025 Q1	$35.5M	Buy	1,036,382 +515,849	+99%	+$19.3M	﹤0.01%	1510
2024 Q4	$19.3M	Buy	520,533 +35,964	+7%	+$1.32M	﹤0.01%	2078
2024 Q3	$16.9M	Buy	484,569 +73,399	+18%	+$2.43M	﹤0.01%	2142
2024 Q2	$13.5M	Buy	411,170 +90,313	+28%	+$2.87M	﹤0.01%	2188
2024 Q1	$10.3M	Buy	320,857 +126,686	+65%	+$3.81M	﹤0.01%	2463
2023 Q4	$5.48M	Buy	+194,171	New	+$5.02M	﹤0.01%	2995
2023 Q2	–	Sell	-52,624	Closed	-$1.18M	–	6966
2023 Q1	$1.18M	Buy	+52,624	New	+$1.14M	﹤0.01%	3930

Other funds holding CGGR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return