MIM
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Moseley Investment Management’s JPMorgan Chase JPM Stock Holding History

Moseley Investment Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.38M Sell
18,301
-44
-0.2% -$13.4K 1.72% 16
2025
Q4 		$5.91M Sell
18,345
-1,103
-6% -$341K 1.83% 16
2025
Q3 		$6.13M Buy
19,448
+341
+2% +$101K 1.87% 17
2025
Q2 		$5.54M Buy
19,107
+395
+2% +$101K 1.91% 15
2025
Q1 		$4.59M Buy
18,712
+122
+0.7% +$31.1K 1.8% 15
2024
Q4 		$4.46M Buy
18,590
+205
+1% +$47.7K 1.74% 15
2024
Q3 		$3.88M Buy
18,385
+182
+1% +$38.3K 1.55% 16
2024
Q2 		$3.68M Buy
18,203
+194
+1% +$37.9K 1.71% 13
2024
Q1 		$3.61M Buy
18,009
+100
+0.6% +$18K 1.79% 12
2023
Q4 		$3.05M Sell
17,909
-195
-1% -$29.6K 1.69% 13
2023
Q3 		$2.63M Buy
18,104
+47
+0.3% +$7.04K 1.57% 16
2023
Q2 		$2.63M Buy
18,057
+590
+3% +$81.1K 1.53% 16
2023
Q1 		$2.28M Buy
17,467
+661
+4% +$90.6K 1.48% 19
2022
Q4 		$2.25M Buy
16,806
+182
+1% +$23.1K 1.61% 16
2022
Q3 		$1.74M Buy
16,624
+892
+6% +$102K 1.28% 19
2022
Q2 		$1.77M Buy
15,732
+453
+3% +$56.1K 1.24% 20
2022
Q1 		$2.08M Sell
15,279
-376
-2% -$55.5K 1.13% 24
2021
Q4 		$2.48M Sell
15,655
-158
-1% -$25.9K 1.13% 25
2021
Q3 		$2.64M Buy
15,813
+163
+1% +$25.6K 1.32% 18
2021
Q2 		$2.43M Sell
15,650
-372
-2% -$58.4K 1.2% 20
2021
Q1 		$2.44M Buy
16,022
+112
+0.7% +$16.1K 1.35% 13
2020
Q4 		$2.02M Buy
15,910
+3,425
+27% +$383K 1.17% 18
2020
Q3 		$1.2M Buy
12,485
+551
+5% +$54.1K 0.86% 30
2020
Q2 		$1.12M Buy
11,934
+2,907
+32% +$276K 0.93% 28
2020
Q1 		$813K Buy
9,027
+2,209
+32% +$268K 0.96% 31
2019
Q4 		$950K Buy
6,818
+556
+9% +$71.3K 0.93% 37
2019
Q3 		$737K Buy
6,262
+558
+10% +$63.1K 0.77% 42
2019
Q2 		$638K Buy
5,704
+461
+9% +$50.8K 0.59% 50
2019
Q1 		$531K Buy
+5,243
New +$540K 0.55% 53

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moseley Investment Management's JPM Position: Q1 2026 in Review

Moseley Investment Management reduced its JPMorgan Chase (JPM) stake by 0.24% in Q1 2026, selling an estimated $13.4K and leaving 18,301 shares worth $5.38M. The position accounts for 1.72% of the portfolio, ranked #16.

Moseley Investment Management first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.13M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Moseley Investment Management held 18,301 shares of JPMorgan Chase worth $5.38M as of Q1 2026.
  • Moseley Investment Management sold 44 JPMorgan Chase shares in Q1 2026, an estimated $13.4K.
  • JPMorgan Chase made up 1.72% of Moseley Investment Management's portfolio in Q1 2026, its #16 holding.
  • Moseley Investment Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's JPMorgan Chase position peaked at $6.13M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.