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Mosley Wealth Management → JPM-PM
Mosley Wealth Management JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$769K
Q3 2026
Peak value
$13.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.6M |
| Q4 2025 | $13.4M |
| Q4 2025 | $2.3M |
| Q1 2026 | $2.6M |
| Q1 2026 | $13.6M |
| Q1 2026 | $2.3M |
| Q2 2026 | $1.8M |
| Q2 2026 | $2.6M |
| Q2 2026 | $877K |
| Q3 2026 | $1.8M |
| Q3 2026 | $2.4M |
| Q3 2026 | $769K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $769K | 15.3K | — | — |
| Q3 2026 | $2.4M | 42.2K | — | — |
| Q3 2026 | $1.8M | 5.3K | — | — |
| Q2 2026 | $877K | 17.3K | — | — |
| Q2 2026 | $2.6M | 46.0K | — | — |
| Q2 2026 | $1.8M | 5.3K | — | — |
| Q1 2026 | $2.3M | 45.8K | — | — |
| Q1 2026 | $13.6M | 237.9K | — | — |
| Q1 2026 | $2.6M | 8.2K | — | — |
| Q4 2025 | $2.3M | 45.9K | — | — |
| Q4 2025 | $13.4M | 235.8K | — | — |
| Q4 2025 | $2.6M | 8.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
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