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MOSELEY INVESTMENT MANAGEMENT INC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOSELEY INVESTMENT MANAGEMENT INC on JPM, newest first. How the timeline and the estimate are built.

MOSELEY INVESTMENT MANAGEMENT INC held 18,301 JPM shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 18,301 shares
    Change vs previous 13F -44 shares

    1.72% of the 13F portfolio, value $5,383,357.

    13F-HR 0000906396-26-000002 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 18,345 shares
    Change vs previous 13F -1,103 shares

    1.83% of the 13F portfolio, value $5,910,997.

    13F-HR 0000906396-26-000001 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 19,448 shares
    Change vs previous 13F +341 shares

    1.87% of the 13F portfolio, value $6,134,352.

    13F-HR 0000906396-25-000006 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 19,107 shares
    Change vs previous 13F +395 shares

    1.91% of the 13F portfolio, value $5,539,187.

    13F-HR 0000906396-25-000005 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 18,712 shares
    Change vs previous 13F +122 shares

    1.79% of the 13F portfolio, value $4,590,100.

    13F-HR 0000906396-25-000004 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 18,590 shares
    Change vs previous 13F +205 shares

    1.74% of the 13F portfolio, value $4,456,317.

    13F-HR 0000906396-25-000001 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 18,385 shares
    Change vs previous 13F +182 shares

    1.55% of the 13F portfolio, value $3,876,730.

    13F-HR 0000906396-24-000004 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 18,203 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $3,681,721.

    13F-HR 0000906396-24-000003 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).