JP Morgan Chase
CGSD icon

JP Morgan Chase’s Capital Group Short Duration Income ETF CGSD Stock Holding History

JP Morgan Chase’s Portfolio CGSD Stock Details CGSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– – – 7418
2025
Q4 		– Hold
0
– – – 7318
2025
Q3 		– Hold
0
– – – 7298
2025
Q2 		– Hold
0
– – – 6965
2025
Q1 		– Hold
0
– – – 7160
2024
Q4 		– Sell
-375
Closed -$9.74K – 7422
2024
Q3 		$9.74K Buy
375
+373
+18,650% +$9.6K ﹤0.01% 6372
2024
Q2 		$92 Sell
2
-3,035
-100% -$77K ﹤0.01% 6907
2024
Q1 		$77.1K Buy
+3,037
New +$77.3K ﹤0.01% 5779
2023
Q3 		– Sell
-14
Closed -$351 – 7490
2023
Q2 		$351 Buy
+14
New +$356 ﹤0.01% 6574

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

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

JP Morgan Chase held its Capital Group Short Duration Income ETF (CGSD) position steady in Q1 2026 at 0 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #7418.

JP Morgan Chase first reported a position in CGSD in Q2 2023 and has held it in 4 quarters since. The position peaked at $77.1K in Q1 2024. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • JP Morgan Chase held 0 shares of Capital Group Short Duration Income ETF worth $15 as of Q1 2026.
  • JP Morgan Chase left its Capital Group Short Duration Income ETF share count unchanged in Q1 2026.
  • Capital Group Short Duration Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7418 holding.
  • JP Morgan Chase first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and has held it in 4 quarters since.
  • JP Morgan Chase's Capital Group Short Duration Income ETF position peaked at $77.1K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

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