Mosley Wealth Management »

JPMorgan Chase & Co. shares owned by Mosley Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mosley Wealth Management from 13F filings

Historical chart of Mosley Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Mosley Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Mosley Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 6.9k 223.00
2024-06-30 $734k 3.6k 202.26
2024-03-31 $816k 4.1k 200.30

More positions owned by Mosley Wealth Management

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)

View all positions for Mosley Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Royal Bank of Canada
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.