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Disclosery

Mosley Wealth Management: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mosley Wealth Management on JPM, newest first. How the timeline and the estimate are built.

Mosley Wealth Management held 5,349 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,349 shares
    Change vs previous 13F -2,815 shares

    0.56% of the 13F portfolio, value $1,750,891.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 8,164 shares
    Change vs previous 13F -223 shares

    1.17% of the 13F portfolio, value $2,575,105.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,387 shares
    Change vs previous 13F +887 shares

    1.17% of the 13F portfolio, value $2,550,128.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,500 shares
    Change vs previous 13F +620 shares

    1.24% of the 13F portfolio, value $1,999,295.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,880 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,534,267.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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