A detailed history of Mgo Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 2,102 shares of JPM stock, worth $461,977. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,102
Previous 2,120 0.85%
Holding current value
$461,977
Previous $424,000 0.24%
% of portfolio
0.27%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$180.08 - $204.79 $3,241 - $3,686
-18 Reduced 0.85%
2,102 $425,000
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $10,860 - $13,019
-65 Reduced 2.97%
2,120 $424,000
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $5,563 - $6,982
41 Added 1.91%
2,185 $371,000
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $307,042 - $338,752
2,144 New
2,144 $310,000
Q4 2022

Feb 02, 2023

BUY
$101.96 - $137.84 $172,720 - $233,500
1,694 New
1,694 $227,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Mgo Private Wealth, LLC Portfolio

Follow Mgo Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgo Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgo Private Wealth, LLC with notifications on news.