Moseley Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Buy |
19,107
+395
| +2% | +$115K | 1.91% | 15 |
|
|
2025
Q1 | $4.59M | Buy |
18,712
+122
| +0.7% | +$29.9K | 1.8% | 15 |
|
|
2024
Q4 | $4.46M | Buy |
18,590
+205
| +1% | +$49.1K | 1.74% | 15 |
|
|
2024
Q3 | $3.88M | Buy |
18,385
+182
| +1% | +$38.4K | 1.55% | 16 |
|
|
2024
Q2 | $3.68M | Buy |
18,203
+194
| +1% | +$39.2K | 1.71% | 13 |
|
|
2024
Q1 | $3.61M | Buy |
18,009
+100
| +0.6% | +$20K | 1.79% | 12 |
|
|
2023
Q4 | $3.05M | Sell |
17,909
-195
| -1% | -$33.2K | 1.69% | 13 |
|
|
2023
Q3 | $2.63M | Buy |
18,104
+47
| +0.3% | +$6.82K | 1.57% | 16 |
|
|
2023
Q2 | $2.63M | Buy |
18,057
+590
| +3% | +$85.8K | 1.53% | 16 |
|
|
2023
Q1 | $2.28M | Buy |
17,467
+661
| +4% | +$86.1K | 1.48% | 19 |
|
|
2022
Q4 | $2.25M | Buy |
16,806
+182
| +1% | +$24.4K | 1.61% | 16 |
|
|
2022
Q3 | $1.74M | Buy |
16,624
+892
| +6% | +$93.2K | 1.28% | 19 |
|
|
2022
Q2 | $1.77M | Buy |
15,732
+453
| +3% | +$51K | 1.24% | 20 |
|
|
2022
Q1 | $2.08M | Sell |
15,279
-376
| -2% | -$51.3K | 1.13% | 24 |
|
|
2021
Q4 | $2.48M | Sell |
15,655
-158
| -1% | -$25K | 1.13% | 25 |
|
|
2021
Q3 | $2.64M | Buy |
15,813
+163
| +1% | +$27.2K | 1.32% | 18 |
|
|
2021
Q2 | $2.43M | Sell |
15,650
-372
| -2% | -$57.9K | 1.2% | 20 |
|
|
2021
Q1 | $2.44M | Buy |
16,022
+112
| +0.7% | +$17.1K | 1.35% | 13 |
|
|
2020
Q4 | $2.02M | Buy |
15,910
+3,425
| +27% | +$435K | 1.17% | 18 |
|
|
2020
Q3 | $1.2M | Buy |
12,485
+551
| +5% | +$53K | 0.86% | 30 |
|
|
2020
Q2 | $1.12M | Buy |
11,934
+2,907
| +32% | +$273K | 0.93% | 28 |
|
|
2020
Q1 | $813K | Buy |
9,027
+2,209
| +32% | +$199K | 0.96% | 31 |
|
|
2019
Q4 | $950K | Buy |
6,818
+556
| +9% | +$77.5K | 0.93% | 37 |
|
|
2019
Q3 | $737K | Buy |
6,262
+558
| +10% | +$65.7K | 0.77% | 42 |
|
|
2019
Q2 | $638K | Buy |
5,704
+461
| +9% | +$51.6K | 0.59% | 50 |
|
|
2019
Q1 | $531K | Buy |
+5,243
| New | +$531K | 0.55% | 53 |
|