Skip to main content

MGO Private Wealth, LLC

SEC CIK
0001952532
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by MGO Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q4 2022
Holdings of JPM by MGO Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,393−100.0%Sold outHolders
Q4 20251,393$448.9K0.3%00.0%UnchangedHolders
Q3 20251,393$439.4K0.3%00.0%UnchangedHolders
Q2 20251,393$403.8K0.3%−10−0.7%ReducedHolders
Q1 20251,403$344.2K0.2%00.0%UnchangedHolders
Q4 20241,403$336.3K0.2%−537−27.7%ReducedHolders
Q3 20241,940$409.1K0.3%−162−7.7%ReducedHolders
Q2 20242,102$425.2K0.3%−18−0.8%ReducedHolders
Q1 20242,120$424.6K0.3%−65−3.0%ReducedHolders
Q4 20232,185$371.7K0.3%+41+1.9%AddedHolders
Q3 20232,144$310.9K0.2%+2,144NewHolders
Q1 20230$00.0%−1,694−100.0%Sold outHolders
Q4 20221,694$227.1K0.1%+1,694NewHolders