MAS Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
1,013
+1
| +0.1% | +$290 | 0.48% | 56 |
|
|
2025
Q1 | $248K | Buy |
1,012
+1
| +0.1% | +$245 | 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 | +$203K | 0.23% | 73 |
|