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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

MGO One Seven's JPM Position: Q1 2026 in Review

MGO One Seven increased its JPMorgan Chase (JPM) stake by 0.41% in Q1 2026, buying an estimated $204K and bringing the position to 165,728 shares worth $48.8M. The position accounts for 0.98% of the portfolio, ranked #11.

MGO One Seven first reported a position in JPM in Q4 2017 and has held it in 33 quarters since. The position peaked at $53.2M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • MGO One Seven held 165,728 shares of JPMorgan Chase worth $48.8M as of Q1 2026.
  • MGO One Seven bought 673 JPMorgan Chase shares in Q1 2026, an estimated $204K.
  • JPMorgan Chase made up 0.98% of MGO One Seven's portfolio in Q1 2026, its #11 holding.
  • MGO One Seven first reported a position in JPMorgan Chase in Q4 2017 and has held it in 33 quarters since.
  • MGO One Seven's JPMorgan Chase position peaked at $53.2M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.