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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MGB Wealth Management's JPM Position: Q4 2025 in Review

MGB Wealth Management increased its JPMorgan Chase (JPM) stake by 6.8% in Q4 2025, buying an estimated $267K and bringing the position to 13,588 shares worth $4.38M. The position accounts for 1.25% of the portfolio, ranked #11.

MGB Wealth Management first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. 5,142 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • MGB Wealth Management held 13,588 shares of JPMorgan Chase worth $4.38M as of Q4 2025.
  • MGB Wealth Management bought 862 JPMorgan Chase shares in Q4 2025, an estimated $267K.
  • JPMorgan Chase made up 1.25% of MGB Wealth Management's portfolio in Q4 2025, its #11 holding.
  • MGB Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
  • 5,142 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.