Mosley Wealth Management’s JPMorgan Chase JPM Stock Holding History

Mosley Wealth 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 Q3	$1.76M	Sell	5,258 -91	-2%	-$31.8K	0.51%	38
2026 Q2	$1.75M	Sell	5,349 -2,815	-34%	-$874K	0.56%	34
2026 Q1	$2.58M	Sell	8,164 -223	-3%	-$67.7K	1.17%	20
2025 Q4	$2.55M	Buy	+8,387	New	+$2.6M	1.17%	20
2024 Q4	$2M	Buy	7,500 +620	+9%	+$144K	1.24%	18
2024 Q3	$1.53M	Buy	6,880 +3,252	+90%	+$685K	1.05%	23
2024 Q2	$734K	Sell	3,628 -445	-11%	-$87K	0.62%	31
2024 Q1	$816K	Sell	4,073 -175	-4%	-$31.6K	0.77%	27
2023 Q4	$723K	Buy	+4,248	New	+$644K	0.71%	31

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mosley Wealth Management's JPM Position: Q3 2026 in Review

Mosley Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.7% in Q3 2026, selling an estimated $31.8K and leaving 5,258 shares worth $1.76M. The position accounts for 0.51% of the portfolio, ranked #38.

Mosley Wealth Management first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.58M in Q1 2026. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Mosley Wealth Management held 5,258 shares of JPMorgan Chase worth $1.76M as of Q3 2026.
Mosley Wealth Management sold 91 JPMorgan Chase shares in Q3 2026, an estimated $31.8K.
JPMorgan Chase made up 0.51% of Mosley Wealth Management's portfolio in Q3 2026, its #38 holding.
Mosley Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's JPMorgan Chase position peaked at $2.58M in Q1 2026.
3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.