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MAS Advisors’s JPMorgan Chase JPM Stock Holding History

MAS Advisors’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
2025
Q3 		$320K Hold
1,013
– – 0.51% 54
2025
Q2 		$294K Buy
1,013
+1
+0.1% +$255 0.48% 56
2025
Q1 		$248K Buy
1,012
+1
+0.1% +$255 0.38% 61
2024
Q4 		$242K Hold
1,011
– – 0.41% 63
2024
Q3 		$213K Hold
1,011
– – 0.45% 68
2024
Q2 		$205K Hold
1,011
– – 0.49% 68
2024
Q1 		$203K Buy
+1,011
New +$182K 0.23% 73

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MAS Advisors's JPM Position: Q3 2025 in Review

MAS Advisors held its JPMorgan Chase (JPM) position steady in Q3 2025 at 1,013 shares worth $320K. The position accounts for 0.51% of the portfolio, ranked #54.

MAS Advisors first reported a position in JPM in Q1 2024 and has held it in 7 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • MAS Advisors held 1,013 shares of JPMorgan Chase worth $320K as of Q3 2025.
  • MAS Advisors left its JPMorgan Chase share count unchanged in Q3 2025.
  • JPMorgan Chase made up 0.51% of MAS Advisors's portfolio in Q3 2025, its #54 holding.
  • MAS Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 7 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.