JP Morgan Chase
CGMS icon

JP Morgan Chase’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

JP Morgan Chase’s Portfolio CGMS Stock Details CGMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.95M Buy
144,247
+27,146
+23% +$746K ﹤0.01% 3657
2026
Q1 		$3.16M Sell
117,101
-6,385
-5% -$176K ﹤0.01% 3729
2025
Q4 		$3.41M Sell
123,486
-25,567
-17% -$709K ﹤0.01% 3662
2025
Q3 		$4.14M Buy
149,053
+58,858
+65% +$1.63M ﹤0.01% 3528
2025
Q2 		$2.49M Buy
90,195
+18
+0% +$488 ﹤0.01% 3749
2025
Q1 		$2.46M Sell
90,177
-4,320
-5% -$119K ﹤0.01% 3725
2024
Q4 		$2.58M Buy
94,497
+5,802
+7% +$160K ﹤0.01% 3951
2024
Q3 		$2.47M Sell
88,695
-3,595
-4% -$98.9K ﹤0.01% 3835
2024
Q2 		$2.48M Buy
92,290
+3,634
+4% +$97.8K ﹤0.01% 3593
2024
Q1 		$2.4M Buy
88,656
+84,388
+1,977% +$2.28M ﹤0.01% 3712
2023
Q4 		$115K Buy
+4,268
New +$111K ﹤0.01% 5665

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

JP Morgan Chase increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 23% in Q2 2026, buying an estimated $746K and bringing the position to 144,247 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3657.

JP Morgan Chase first reported a position in CGMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.14M in Q3 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • JP Morgan Chase held 144,247 shares of Capital Group US Multi-Sector Income ETF worth $3.95M as of Q2 2026.
  • JP Morgan Chase bought 27,146 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $746K.
  • Capital Group US Multi-Sector Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3657 holding.
  • JP Morgan Chase first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 11 quarters since.
  • JP Morgan Chase's Capital Group US Multi-Sector Income ETF position peaked at $4.14M in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

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