Stock ownership · SEC 13F · Q3 2025

CAP GROUP CONSERVATIVE EQ

Who owns CAP GROUP CONSERVATIVE EQ (CUSIP 14020U100)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$8K
Reported value
1
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 1 institutions report $8K in CAP GROUP CONSERVATIVE EQ positions, ownership that is dominated by its top few institutional owners.

1
institutions hold it
$8K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 14020U100 · Q3 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $0.0M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-MID 5Q history

Read with: Ownership concentration guide - CAP GROUP CONSERVATIVE EQ's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a CAP GROUP CONSERVATIVE EQ position has held steady from 1 to 1 over the last 5 quarters of 13F filings.

0.511.522.5 Q3'24Q4'24Q1'25Q2'25Q3'25 1
Distinct 13F filers holding CAP GROUP CONSERVATIVE EQ, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 272 $8K 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CAP GROUP CONSERVATIVE EQ's reported holders for Q3 2025, by reported value:

Shared-defined discretion (DFND)
100.0%

Latest Quarter Activity · Q3 2025

New positions (1)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $8K

Complete exits (1)

Tribridge Partners Financial LLC exited

Frequently Asked Questions

How many institutions hold CAP GROUP CONSERVATIVE EQ?▼
CAP GROUP CONSERVATIVE EQ is held by 1 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of CAP GROUP CONSERVATIVE EQ?▼
Institutions report $8K of CAP GROUP CONSERVATIVE EQ as of Q3 2025.
How concentrated is ownership of CAP GROUP CONSERVATIVE EQ?▼
The top five institutional holders account for 100% of the reported institutional value in CAP GROUP CONSERVATIVE EQ, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of CAP GROUP CONSERVATIVE EQ?▼
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of CAP GROUP CONSERVATIVE EQ with $8K across 272 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.