MWM
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MGB Wealth Management’s JPMorgan Chase JPM Stock Holding History

MGB Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.38M Buy
13,588
+862
+7% +$267K 1.25% 11
2025
Q3 		$4.01M Sell
12,726
-363
-3% -$108K 1.13% 10
2025
Q2 		$3.79M Sell
13,089
-243
-2% -$62K 1.25% 12
2025
Q1 		$3.26M Buy
13,332
+1,964
+17% +$501K 1.18% 12
2024
Q4 		$2.72M Buy
11,368
+507
+5% +$118K 0.85% 20
2024
Q3 		$2.29M Sell
10,861
-625
-5% -$132K 0.83% 25
2024
Q2 		$2.37M Buy
11,486
+840
+8% +$164K 0.88% 21
2024
Q1 		$2.13M Buy
10,646
+547
+5% +$98.7K 0.87% 24
2023
Q4 		$1.72M Buy
+10,099
New +$1.53M 0.86% 29

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return