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 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mosley Wealth Management's JPM Position: Q2 2026 in Review

Mosley Wealth Management reduced its JPMorgan Chase (JPM) stake by 34% in Q2 2026, selling an estimated $874K and leaving 5,349 shares worth $1.75M. The position accounts for 0.56% of the portfolio, ranked #34.

Mosley Wealth Management first reported a position in JPM in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.58M in Q1 2026. 3,270 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Mosley Wealth Management held 5,349 shares of JPMorgan Chase worth $1.75M as of Q2 2026.
Mosley Wealth Management sold 2,815 JPMorgan Chase shares in Q2 2026, an estimated $874K.
JPMorgan Chase made up 0.56% of Mosley Wealth Management's portfolio in Q2 2026, its #34 holding.
Mosley Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's JPMorgan Chase position peaked at $2.58M in Q1 2026.
3,270 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.