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Moser Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Moser Wealth Advisors’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
2025
Q2 		$4.81M Buy
16,582
+198
+1% +$50.5K 2.31% 11
2025
Q1 		$4.02M Sell
16,384
-200
-1% -$51K 2.11% 13
2024
Q4 		$3.98M Sell
16,584
-100
-0.6% -$23.3K 2.07% 12
2024
Q3 		$3.52M Sell
16,684
-250
-1% -$52.7K 1.82% 13
2024
Q2 		$3.43M Sell
16,934
-200
-1% -$39.1K 1.86% 13
2024
Q1 		$3.43M Sell
17,134
-225
-1% -$40.6K 1.91% 12
2023
Q4 		$2.95M Sell
17,359
-120
-0.7% -$18.2K 1.88% 13
2023
Q3 		$2.53M Hold
17,479
– – 1.78% 13
2023
Q2 		$2.54M Buy
+17,479
New +$2.4M 1.71% 14
2022
Q4 		$2.4M Sell
17,889
-60
-0.3% -$7.6K 1.81% 14
2022
Q3 		$1.88M Buy
17,949
+54
+0.3% +$6.2K 1.47% 18
2022
Q2 		$2.02M Buy
17,895
+207
+1% +$25.6K 1.5% 17
2022
Q1 		$2.41M Buy
17,688
+115
+0.7% +$17K 1.51% 15
2021
Q4 		$2.78M Sell
17,573
-350
-2% -$57.5K 1.68% 14
2021
Q3 		$2.93M Buy
17,923
+100
+0.6% +$15.7K 1.88% 14
2021
Q2 		$2.77M Buy
17,823
+175
+1% +$27.5K 1.78% 16
2021
Q1 		$2.69M Hold
17,648
– – 1.89% 15
2020
Q4 		$2.24M Hold
17,648
– – 1.65% 16
2020
Q3 		$1.7M Buy
17,648
+1,423
+9% +$140K 1.35% 18
2020
Q2 		$1.53M Buy
16,225
+15,075
+1,311% +$1.43M 1.46% 16
2020
Q1 		$104K Buy
1,150
+700
+156% +$85K 0.12% 56
2019
Q4 		$63K Buy
+450
New +$57.7K 0.06% 79

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Moser Wealth Advisors's JPM Position: Q2 2025 in Review

Moser Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2025, buying an estimated $50.5K and bringing the position to 16,582 shares worth $4.81M. The position accounts for 2.31% of the portfolio, ranked #11.

Moser Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 22 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Moser Wealth Advisors held 16,582 shares of JPMorgan Chase worth $4.81M as of Q2 2025.
  • Moser Wealth Advisors bought 198 JPMorgan Chase shares in Q2 2025, an estimated $50.5K.
  • JPMorgan Chase made up 2.31% of Moser Wealth Advisors's portfolio in Q2 2025, its #11 holding.
  • Moser Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 22 quarters since.
  • 4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.