MGO One Seven’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $66.9M | Buy |
204,412
+38,684
| +23% | +$12M | 1.11% | 8 |
|
|
2026
Q1 | $48.8M | Buy |
165,728
+673
| +0.4% | +$204K | 0.98% | 11 |
|
|
2025
Q4 | $53.2M | Buy |
165,055
+13,878
| +9% | +$4.3M | 1.08% | 8 |
|
|
2025
Q3 | $47.7M | Buy |
151,177
+58,973
| +64% | +$17.5M | 1.1% | 7 |
|
|
2025
Q2 | $26.7M | Buy |
92,204
+733
| +0.8% | +$187K | 0.86% | 12 |
|
|
2025
Q1 | $22.4M | Sell |
91,471
-1,821
| -2% | -$464K | 0.87% | 13 |
|
|
2024
Q4 | $22.4M | Buy |
93,292
+5,443
| +6% | +$1.27M | 0.85% | 12 |
|
|
2024
Q3 | $18.5M | Sell |
87,849
-1,148
| -1% | -$242K | 0.8% | 12 |
|
|
2024
Q2 | $18M | Buy |
88,997
+171
| +0.2% | +$33.4K | 0.85% | 11 |
|
|
2024
Q1 | $17.8M | Buy |
88,826
+1,687
| +2% | +$304K | 0.92% | 13 |
|
|
2023
Q4 | $14.8M | Buy |
87,139
+6,059
| +7% | +$918K | 0.85% | 13 |
|
|
2023
Q3 | $11.8M | Buy |
81,080
+2,568
| +3% | +$385K | 0.9% | 12 |
|
|
2023
Q2 | $11.4M | Sell |
78,512
-17,051
| -18% | -$2.35M | 1.05% | 11 |
|
|
2023
Q1 | $12.5M | Buy |
95,563
+15,249
| +19% | +$2.09M | 0.79% | 17 |
|
|
2022
Q4 | $10.8M | Sell |
80,314
-1,992
| -2% | -$252K | 1.08% | 12 |
|
|
2022
Q3 | $16.9M | Buy |
82,306
+432
| +0.5% | +$49.6K | 0.66% | 27 |
|
|
2022
Q2 | $9.22M | Sell |
81,874
-14,625
| -15% | -$1.81M | 1.27% | 8 |
|
|
2022
Q1 | $13.2M | Sell |
96,499
-334
| -0.3% | -$49.3K | 1.41% | 7 |
|
|
2021
Q4 | $15.3M | Buy |
96,833
+31,792
| +49% | +$5.22M | 1.59% | 4 |
|
|
2021
Q3 | $11.1M | Buy |
65,041
+724
| +1% | +$114K | 1.4% | 5 |
|
|
2021
Q2 | $10M | Buy |
64,317
+7,288
| +13% | +$1.14M | 1.4% | 5 |
|
|
2021
Q1 | $8.68M | Buy |
57,029
+8,775
| +18% | +$1.26M | 1.49% | 6 |
|
|
2020
Q4 | $6.13M | Sell |
48,254
-408
| -0.8% | -$45.6K | 1.26% | 7 |
|
|
2020
Q3 | $4.68M | Buy |
48,662
+5,774
| +13% | +$567K | 1.11% | 9 |
|
|
2020
Q2 | $4.03M | Buy |
42,888
+2,136
| +5% | +$203K | 1.05% | 10 |
|
|
2020
Q1 | $3.67M | Sell |
40,752
-3,697
| -8% | -$449K | 1.25% | 9 |
|
|
2019
Q4 | $6.2M | Sell |
44,449
-4,464
| -9% | -$573K | 1.62% | 4 |
|
|
2019
Q3 | $5.76M | Buy |
48,913
+1,268
| +3% | +$143K | 1.65% | 4 |
|
|
2019
Q2 | $5.33M | Buy |
47,645
+2,069
| +5% | +$228K | 1.72% | 2 |
|
|
2019
Q1 | $4.61M | Buy |
45,576
+7,111
| +18% | +$733K | 1.5% | 5 |
|
|
2018
Q4 | $3.75M | Sell |
38,465
-261
| -0.7% | -$27.8K | 1.61% | 4 |
|
|
2018
Q3 | $4.37M | Buy |
+38,726
| New | +$4.4M | 2.04% | 5 |
|
|
2018
Q1 | $3.52M | Sell |
31,976
-9,742
| -23% | -$1.1M | 1.62% | 3 |
|
|
2017
Q4 | $4.46M | Buy |
+41,718
| New | +$4.22M | 2.06% | 1 |
|
Other funds holding JPM
MGO One Seven's JPM Position: Q2 2026 in Review
MGO One Seven increased its JPMorgan Chase (JPM) stake by 23% in Q2 2026, buying an estimated $12M and bringing the position to 204,412 shares worth $66.9M. The position accounts for 1.11% of the portfolio, ranked #8.
MGO One Seven first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- MGO One Seven held 204,412 shares of JPMorgan Chase worth $66.9M as of Q2 2026.
- MGO One Seven bought 38,684 JPMorgan Chase shares in Q2 2026, an estimated $12M.
- JPMorgan Chase made up 1.11% of MGO One Seven's portfolio in Q2 2026, its #8 holding.
- MGO One Seven first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.