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Raab & Moskowitz Asset Management LLC: JPM position timeline

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

Raab & Moskowitz Asset Management LLC held 18,491 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,491 shares
    Change vs previous 13F -115 shares

    1.22% of the 13F portfolio, value $6,052,596.

    13F-HR 0001172661-26-002860 filed by Raab & Moskowitz Asset Management LLC
    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 18,606 shares
    Change vs previous 13F +910 shares

    1.22% of the 13F portfolio, value $5,473,084.

    13F-HR 0001172661-26-002433 filed by Raab & Moskowitz Asset Management LLC
    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 17,696 shares
    Change vs previous 13F -86 shares

    1.25% of the 13F portfolio, value $5,701,868.

    13F-HR 0001172661-26-000221 filed by Raab & Moskowitz Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 17,782 shares
    Change vs previous 13F -55 shares

    1.25% of the 13F portfolio, value $5,609,086.

    13F-HR 0001172661-25-005201 filed by Raab & Moskowitz Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 17,837 shares
    Change vs previous 13F -1,334 shares

    1.23% of the 13F portfolio, value $5,171,069.

    13F-HR 0001172661-25-003142 filed by Raab & Moskowitz Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 19,171 shares
    Change vs previous 13F -229 shares

    1.18% of the 13F portfolio, value $4,702,600.

    13F-HR 0001172661-25-001920 filed by Raab & Moskowitz Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 19,400 shares
    Change vs previous 13F +2,111 shares

    1.14% of the 13F portfolio, value $4,650,440.

    13F-HR 0001172661-25-000410 filed by Raab & Moskowitz Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,289 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,645,507.

    13F-HR 0001172661-24-005340 filed by Raab & Moskowitz Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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