JPMorgan Chase & Co. shares owned by MGO Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by MGO Private Wealth
from 13F filings
Historical chart of MGO Private Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by MGO Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by MGO Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $439k | 1.4k | 315.43 |
| 2025-06-30 | $404k | 1.4k | 289.91 |
| 2025-03-31 | $344k | 1.4k | 245.30 |
| 2024-12-31 | $336k | 1.4k | 239.71 |
| 2024-09-30 | $409k | 1.9k | 210.86 |
| 2024-06-30 | $425k | 2.1k | 202.26 |
| 2024-03-31 | $425k | 2.1k | 200.30 |
| 2023-12-31 | $372k | 2.2k | 170.10 |
| 2023-09-30 | $311k | 2.1k | 145.02 |
| 2022-12-31 | $227k | 1.7k | 134.08 |