SEC 13F Intelligence

Moser Wealth Advisors, LLC / JPM

Moser Wealth Advisors, LLC’s Jpmorgan Chase & Co Position

Does Moser Wealth Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 16.6K shares worth $5M (+2.31% of its 13F portfolio) as of Q2 2025, up from 16.4K shares the prior filed quarter.

Position Value
$5M
Q2 2025
Shares
16.6K
% of Portfolio
+2.31%
Quarters Held
22
currently held

Position History JPM

Reported value by quarter
Q4 ’19: $63,000Q4 ’19Q1 ’20: $104,000Q2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $5MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202516.6K$5M+2.31%
Q1 202516.4K$4M+2.11%
Q4 202416.6K$4M+2.07%
Q3 202416.7K$4M+1.82%
Q2 202416.9K$3M+1.86%
Q1 202417.1K$3M+1.91%
Q4 202317.4K$3M+1.88%
Q3 202317.5K$3M+1.78%
Q2 202317.5K$3M+1.71%
Q4 202217.9K$2M+1.81%
Q3 202217.9K$2M+1.47%
Q2 202217.9K$2M+1.50%
Q1 202217.7K$2M+1.51%
Q4 202117.6K$3M+1.68%
Q3 202117.9K$3M+1.88%
Q2 202117.8K$3M+1.78%
Q1 202117.6K$3M+1.89%
Q4 202017.6K$2M+1.65%
Q3 202017.6K$2M+1.35%
Q2 202016.2K$2M+1.46%
Q1 20201.1K$104,000+0.12%
Q4 2019450$63,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moser Wealth Advisors, LLC’s full portfolio or all institutional holders of JPM.