Ownership history in Mosley Wealth Management Β· 6 quarters on record
This page tracks every 13F SEC filing in which Mosley Wealth Management reported a position in J P MORGAN EXCHANGE TRADED F (JPST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Mosley Wealth Management underperformed the S&P 500 by β21.2% annually on this JPST position. Timing score: 50% (2/4 decisions correct). Average cost basis: $48.80. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 21.2% ann.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $47.44 (2024 Q3) Β· Worst: $50.25 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 trims. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.