MGO ONE SEVEN LLC BBSC — J P MORGAN EXCHANGE TRADED F

Ownership history in MGO ONE SEVEN LLC  ·  4 quarters on record

AI Ownership Summary

MGO ONE SEVEN LLC reported J P MORGAN EXCHANGE TRADED F (BBSC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows BBSC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MGO ONE SEVEN LLC's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BBSC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BBSC stock page MGO ONE SEVEN LLC fund profile MGO ONE SEVEN LLC full holdings
How MGO ONE SEVEN LLC held BBSC — position size vs. price
% of Fund (quarterly)    BBSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,087 -880 -17.7% 0.01% $307K 2026-05-14 $84.77
2025 Q4 ADDED — — — 4,967 +398 +8.7% 0.01% $369K 2026-02-03 $78.48
2025 Q3 ADDED — — — 4,569 +448 +10.9% 0.01% $339K 2025-10-24 $75.90
2025 Q2 INITIATED — — — 4,121 — — 0.01% $272K 2025-07-25 $68.43

🏢 Other funds also holding BBSC

As of 2026 Q1 — sorted by position size

IAG Wealth Partners, LLC 3Y 0.57% Elevation Wealth Management LLC 0.21% SUTTON PLACE INVESTORS LLC 3Y 0.11% FLOW TRADERS U.S. LLC 3Y 7Y 0.09% LGT Financial Advisors LLC 3Y 0.03% Triad Wealth Partners, LLC 0.03% Janney Montgomery Scott LLC 3Y 7Y 0.02% Legacy Edge Advisors, LLC 0.02% Key FInancial Inc 3Y 0.01% Perigon Wealth Management, LLC 3Y 7Y 0.01%

FAQ About MGO ONE SEVEN LLC and BBSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has MGO ONE SEVEN LLC reported owning BBSC?

MGO ONE SEVEN LLC reported BBSC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported BBSC position in MGO ONE SEVEN LLC's portfolio?

The largest reported portfolio weight for BBSC was 0.01% in 2025 Q2.

What is the latest reported BBSC position on this page?

The most recent filing on this page is 2026 Q1, when MGO ONE SEVEN LLC reported 4,087 shares, equal to 0.01% of portfolio, with an estimated market value of $307K.

What does the chart on this BBSC ownership page compare?

The chart compares MGO ONE SEVEN LLC's quarterly BBSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MGO ONE SEVEN LLC time their BBSC position?

Based on 13F filing dates vs. subsequent BBSC price moves, MGO ONE SEVEN LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on BBSC relative to SPY over the holding period was +5.8%.

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