JGP Wealth Management »

Capital Group Equity Etf Tr shares owned by JGP Wealth Management

Quarter-by-quarter ownership of Capital Group Equity Etf Tr (CGMM) shares owned by JGP Wealth Management from 13F filings

Historical chart of JGP Wealth Management investment in Capital Group Equity Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Equity Etf Tr held by JGP Wealth Management 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 Equity Etf Tr by JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 7.8k 28.43
2025-06-30 $209k 7.8k 26.88

More positions owned by JGP Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Kla Corp Com New (KLAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Analog Devices (ADI)
PNC Financial Services (PNC)
Automatic Data Processing (ADP)
Tractor Supply Company (TSCO)
Quest Diagnostics Incorporated (DGX)
Raytheon Technologies Corp (RTX)
Nextera Energy (NEE)
W.W. Grainger (GWW)

View all positions for JGP Wealth Management

Top funds holding Capital Group Equity Etf Tr

Envestnet Asset Management
LPL Financial
Merit Financial Group
Captrust Financial Advisors
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
Mml Investors Services
Stifel Financial
Goss Wealth Management
Assetmark
Main Line Retirement Advisors
Sei Investments
Stephens
Strategic Blueprint

View all funds holding Capital Group Equity Etf Tr