JP Morgan Chase
CGUI

JP Morgan Chase’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

JP Morgan Chase’s Portfolio CGUI Stock Details CGUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,378
Closed -$136K – 7786
2025
Q2 		$136K Buy
+5,378
New +$136K ﹤0.01% 5457
2024
Q4 		– Sell
-59,187
Closed -$1.49M – 7815
2024
Q3 		$1.49M Buy
+59,187
New +$1.49M ﹤0.01% 4226

Other funds holding CGUI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase's CGUI Position: Q3 2025 in Review

JP Morgan Chase sold out of Capital Group Ultra Short Income ETF (CGUI) in Q3 2025, closing a stake of 5,378 shares — an estimated $136K sold.

JP Morgan Chase first reported a position in CGUI in Q3 2024 and held it in 2 quarters. The position peaked at $1.49M in Q3 2024. 34 funds tracked by Wall St. Rank hold CGUI as of Q3 2025.

  • JP Morgan Chase reported no remaining Capital Group Ultra Short Income ETF position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 5,378 Capital Group Ultra Short Income ETF shares in Q3 2025, an estimated $136K.
  • JP Morgan Chase first reported a position in Capital Group Ultra Short Income ETF in Q3 2024 and held it in 2 quarters.
  • JP Morgan Chase's Capital Group Ultra Short Income ETF position peaked at $1.49M in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.