Jpmorgan Chase & Co »

Capital Group Core Balanced shares owned by Jpmorgan Chase & Co

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Jpmorgan Chase & Co from 13F filings

Historical chart of Jpmorgan Chase & Co investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Jpmorgan Chase & Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Balanced by Jpmorgan Chase & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.4M 142k 37.92
2026-03-31 $3.5M 103k 33.78
2025-09-30 $799k 23k 34.72

More positions owned by Jpmorgan Chase & Co

Nvidia Corporation Common (NVDA)
Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Alphabet Common (GOOG)
Amazon Common (AMZN)
Broadcom Common (AVGO)
State Street Spdr S&p 500 Etf Fund (SPY)
Alphabet Common (GOOGL)
Micron Technology Common (MU)
Meta Platforms Common (META)
Advanced Micro Devices Common (AMD)
Lam Research Corp Common (LRCX)
Tesla Common (TSLA)
Vanguard S&p 500 Etf Fund (VOO)
Eli Lilly & Co Common (LLY)

View all positions for Jpmorgan Chase & Co

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Morgan Stanley
Cetera Investment Advisers
Forge Financial Services
Advisor Group Holdings
Commonwealth Equity Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Jones Financial Companies, L.L
CWM
Kestra Advisory Services

View all funds holding Capital Group Core Balanced