Mosley Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$2M	Buy	7,500 +620	+9%	+$165K	1.24%	18
2024 Q3	$1.53M	Buy	6,880 +3,252	+90%	+$725K	1.05%	23
2024 Q2	$734K	Sell	3,628 -445	-11%	-$90K	0.62%	31
2024 Q1	$816K	Sell	4,073 -175	-4%	-$35.1K	0.77%	27
2023 Q4	$723K	Buy	+4,248	New	+$723K	0.71%	31