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Albert D. Mason Inc’s JPMorgan Chase JPM Stock Holding History

Albert D. Mason Inc’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,062
Closed -$435K – 148
2024
Q3 		$435K Sell
2,062
-164
-7% -$34.5K 0.28% 102
2024
Q2 		$450K Sell
2,226
-29
-1% -$5.67K 0.3% 105
2024
Q1 		$452K Sell
2,255
-1,182
-34% -$213K 0.28% 112
2023
Q4 		$585K Hold
3,437
– – 0.39% 98
2023
Q3 		$498K Sell
3,437
-48
-1% -$7.2K 0.36% 105
2023
Q2 		$507K Hold
3,485
– – 0.35% 105
2023
Q1 		$454K Hold
3,485
– – 0.31% 114
2022
Q4 		$467K Buy
3,485
+90
+3% +$11.4K 0.33% 117
2022
Q3 		$355K Hold
3,395
– – 0.28% 120
2022
Q2 		$382K Buy
3,395
+35
+1% +$4.34K 0.28% 121
2022
Q1 		$458K Sell
3,360
-285
-8% -$42.1K 0.29% 122
2021
Q4 		$577K Sell
3,645
-52
-1% -$8.54K 0.34% 111
2021
Q3 		$605K Buy
3,697
+60
+2% +$9.41K 0.39% 107
2021
Q2 		$566K Buy
3,637
+80
+2% +$12.6K 0.35% 111
2021
Q1 		$541K Sell
3,557
-15
-0.4% -$2.16K 0.35% 109
2020
Q4 		$454K Buy
3,572
+797
+29% +$89.1K 0.32% 108
2020
Q3 		$267K Buy
+2,775
New +$273K 0.22% 121
2020
Q1 		– Sell
-1,812
Closed -$253K – 145
2019
Q4 		$253K Sell
1,812
-215
-11% -$27.6K 0.18% 128
2019
Q3 		$239K Sell
2,027
-55
-3% -$6.22K 0.18% 130
2019
Q2 		$233K Hold
2,082
– – 0.17% 126
2019
Q1 		$211K Sell
2,082
-240
-10% -$24.7K 0.15% 129
2018
Q4 		$227K Sell
2,322
-17
-0.7% -$1.81K 0.18% 126
2018
Q3 		$264K Sell
2,339
-765
-25% -$86.8K 0.18% 122
2018
Q2 		$323K Sell
3,104
-755
-20% -$82.8K 0.23% 115
2018
Q1 		$424K Buy
+3,859
New +$437K 0.32% 109

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Albert D. Mason Inc's JPM Position: Q4 2024 in Review

Albert D. Mason Inc sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 2,062 shares — an estimated $435K sold.

Albert D. Mason Inc first reported a position in JPM in Q1 2018 and held it in 25 quarters. The position peaked at $605K in Q3 2021. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Albert D. Mason Inc reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
  • Albert D. Mason Inc sold 2,062 JPMorgan Chase shares in Q4 2024, an estimated $435K.
  • Albert D. Mason Inc first reported a position in JPMorgan Chase in Q1 2018 and held it in 25 quarters.
  • Albert D. Mason Inc's JPMorgan Chase position peaked at $605K in Q3 2021.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Albert D. Mason Inc's 13F filing for Q4 2024, filed 15 Jan 2025.