JP Morgan Chase
CGUS icon

JP Morgan Chase’s Capital Group Core Equity ETF CGUS Stock Holding History

JP Morgan Chase’s Portfolio CGUS Stock Details CGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4M Buy
411,277
+99,779
+32% +$4.02M ﹤0.01% 2308
2025
Q4 		$12.5M Buy
311,498
+24,837
+9% +$992K ﹤0.01% 2478
2025
Q3 		$11.3M Buy
286,661
+264,636
+1,202% +$10.2M ﹤0.01% 2604
2025
Q2 		$813K Sell
22,025
-6,607
-23% -$225K ﹤0.01% 4510
2025
Q1 		$956K Sell
28,632
-1,965
-6% -$69K ﹤0.01% 4383
2024
Q4 		$1.07M Buy
30,597
+27,663
+943% +$970K ﹤0.01% 4585
2024
Q3 		$89.5K Buy
2,934
+2,653
+944% +$87.6K ﹤0.01% 5748
2024
Q2 		$8.57K Buy
+281
New +$8.78K ﹤0.01% 6285
2023
Q2 		– Sell
-178,287
Closed -$4.17M – 6967
2023
Q1 		$4.17M Buy
+178,287
New +$4.16M ﹤0.01% 2979

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return