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Disclosery

MGB Wealth Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MGB Wealth Management, LLC on JPM, newest first. How the timeline and the estimate are built.

MGB Wealth Management, LLC held 13,588 JPM shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 13,588 shares
    Change vs previous 13F +862 shares

    1.25% of the 13F portfolio, value $4,380,425.

    13F-HR 0001398344-26-003282 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 12,726 shares
    Change vs previous 13F -363 shares

    1.13% of the 13F portfolio, value $4,014,723.

    13F-HR 0001398344-25-020694 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 13,089 shares
    Change vs previous 13F -243 shares

    1.25% of the 13F portfolio, value $3,786,756.

    13F-HR 0001398344-25-015751 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 13,332 shares
    Change vs previous 13F +1,964 shares

    1.18% of the 13F portfolio, value $3,261,640.

    13F-HR 0001398344-25-009094 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 11,368 shares
    Change vs previous 13F +507 shares

    0.85% of the 13F portfolio, value $2,723,737.

    13F-HR 0001398344-25-001402 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 10,861 shares
    Change vs previous 13F -625 shares

    0.84% of the 13F portfolio, value $2,289,071.

    13F-HR 0001398344-24-020522 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 11,486 shares
    Change vs previous 13F +840 shares

    0.88% of the 13F portfolio, value $2,365,233.

    13F-HR 0001398344-24-014361 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 10,646 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,131,223.

    13F-HR 0001398344-24-008800 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).