JP Morgan Chase
CGSM icon

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

JP Morgan Chase’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26K Sell
988
-1,195
-55% -$31.7K ﹤0.01% 6454
2025
Q4 		$57.5K Buy
2,183
+542
+33% +$14.3K ﹤0.01% 6170
2025
Q3 		$43.3K Buy
1,641
+1,319
+410% +$34.6K ﹤0.01% 6281
2025
Q2 		$8.4K Sell
322
-244,041
-100% -$6.33M ﹤0.01% 6343
2025
Q1 		$6.36M Buy
244,363
+242,993
+17,737% +$6.34M ﹤0.01% 2951
2024
Q4 		$35.6K Buy
1,370
+53
+4% +$1.39K ﹤0.01% 6119
2024
Q3 		$34.6K Buy
+1,317
New +$34.4K ﹤0.01% 6101

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

JP Morgan Chase reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 55% in Q1 2026, selling an estimated $31.7K and leaving 988 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #6454.

JP Morgan Chase first reported a position in CGSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.36M in Q1 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • JP Morgan Chase held 988 shares of Capital Group Short Duration Municipal Income ETF worth $26K as of Q1 2026.
  • JP Morgan Chase sold 1,195 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $31.7K.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6454 holding.
  • JP Morgan Chase first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
  • JP Morgan Chase's Capital Group Short Duration Municipal Income ETF position peaked at $6.36M in Q1 2025.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

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