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MGO Private Wealth’s JPMorgan Chase JPM Stock Holding History

MGO Private Wealth’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
2026
Q1 		– Sell
-1,393
Closed -$449K – 43
2025
Q4 		$449K Hold
1,393
– – 0.28% 44
2025
Q3 		$439K Hold
1,393
– – 0.26% 45
2025
Q2 		$404K Sell
1,393
-10
-0.7% -$2.55K 0.26% 47
2025
Q1 		$344K Hold
1,403
– – 0.24% 46
2024
Q4 		$336K Sell
1,403
-537
-28% -$125K 0.24% 48
2024
Q3 		$409K Sell
1,940
-162
-8% -$34.1K 0.29% 42
2024
Q2 		$425K Sell
2,102
-18
-0.8% -$3.52K 0.27% 51
2024
Q1 		$425K Sell
2,120
-65
-3% -$11.7K 0.27% 51
2023
Q4 		$372K Buy
2,185
+41
+2% +$6.21K 0.26% 50
2023
Q3 		$311K Buy
+2,144
New +$321K 0.23% 56
2023
Q1 		– Sell
-1,694
Closed -$227K – 94
2022
Q4 		$227K Buy
+1,694
New +$215K 0.1% 115

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 Private Wealth's JPM Position: Q1 2026 in Review

MGO Private Wealth sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 1,393 shares — an estimated $449K sold.

MGO Private Wealth first reported a position in JPM in Q4 2022 and held it in 11 quarters. The position peaked at $449K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • MGO Private Wealth reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • MGO Private Wealth sold 1,393 JPMorgan Chase shares in Q1 2026, an estimated $449K.
  • MGO Private Wealth first reported a position in JPMorgan Chase in Q4 2022 and held it in 11 quarters.
  • MGO Private Wealth's JPMorgan Chase position peaked at $449K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.