JP Morgan Chase
MGLD icon

JP Morgan Chase’s Marygold Companies MGLD Stock Holding History

JP Morgan Chase’s Portfolio MGLD Stock Details MGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24
Closed -$26 – 7632
2025
Q3 		$26 Hold
24
– – ﹤0.01% 7273
2025
Q2 		$19 Buy
+24
New +$22 ﹤0.01% 6957
2024
Q2 		– Sell
-37
Closed -$48 – 7601
2024
Q1 		$48 Buy
37
+16
+76% +$18 ﹤0.01% 7049
2023
Q4 		$22 Buy
21
+12
+133% +$13 ﹤0.01% 7328
2023
Q3 		$10 Buy
+9
New +$10 ﹤0.01% 7293

Other funds holding MGLD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase sold out of Marygold Companies (MGLD) in Q4 2025, closing a stake of 24 shares — an estimated $26 sold.

JP Morgan Chase first reported a position in MGLD in Q3 2023 and held it in 5 quarters. The position peaked at $48 in Q1 2024. 10 funds tracked by Wall St. Rank hold MGLD as of Q4 2025.

  • JP Morgan Chase reported no remaining Marygold Companies position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 24 Marygold Companies shares in Q4 2025, an estimated $26.
  • JP Morgan Chase first reported a position in Marygold Companies in Q3 2023 and held it in 5 quarters.
  • JP Morgan Chase's Marygold Companies position peaked at $48 in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Marygold Companies as of Q4 2025.

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