JP Morgan Chase’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

JP Morgan Chase’s Portfolio CPTL Stock Details CPTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,596	Closed	-$155K	–	7607
2025 Q3	$155K	Buy	+3,596	New	+$150K	﹤0.01%	5655
2019 Q4	–	Sell	-400	Closed	-$9K	–	5760
2019 Q3	$9K	Hold	400	–	–	﹤0.01%	5516
2019 Q2	$9K	Hold	400	–	–	﹤0.01%	5575
2019 Q1	$8K	Hold	400	–	–	﹤0.01%	5569
2018 Q4	$7K	Hold	400	–	–	﹤0.01%	5492
2018 Q3	$9K	Hold	400	–	–	﹤0.01%	5508
2018 Q2	$8K	Hold	400	–	–	﹤0.01%	5397
2018 Q1	$8K	Hold	400	–	–	﹤0.01%	5197
2017 Q4	$8K	Hold	400	–	–	﹤0.01%	5285
2017 Q3	$7K	Buy	+400	New	+$7.09K	﹤0.01%	4766

Other funds holding CPTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase's CPTL Position: Q4 2025 in Review

JP Morgan Chase sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q4 2025, closing a stake of 3,596 shares — an estimated $155K sold.

JP Morgan Chase first reported a position in CPTL in Q3 2017 and held it in 10 quarters. The position peaked at $155K in Q3 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q4 2025.

JP Morgan Chase reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q4 2025 after selling out during the quarter.
JP Morgan Chase sold 3,596 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q4 2025, an estimated $155K.
JP Morgan Chase first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2017 and held it in 10 quarters.
JP Morgan Chase's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $155K in Q3 2025.
42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.