MGO One Seven’s JPMorgan Chase JPM Stock Holding History

MGO One Seven’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
2018 Q1	–	Sell	-50	Closed	-$69K	–	1834
2017 Q4	$69K	Buy	+50	New	+$5.06K	0.03%	522

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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.