Mason & Associates (California)’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 | $2.18M | Buy |
7,535
+137
| +2% | +$39.7K | 0.5% | 39 |
|
|
2025
Q1 | $1.81M | Sell |
7,398
-3
| -0% | -$736 | 0.45% | 36 |
|
|
2024
Q4 | $1.77M | Buy |
7,401
+1,106
| +18% | +$265K | 0.42% | 37 |
|
|
2024
Q3 | $1.33M | Sell |
6,295
-123
| -2% | -$25.9K | 0.33% | 43 |
|
|
2024
Q2 | $1.3M | Buy |
6,418
+91
| +1% | +$18.4K | 0.35% | 40 |
|
|
2024
Q1 | $1.27M | Buy |
6,327
+237
| +4% | +$47.5K | 0.34% | 39 |
|
|
2023
Q4 | $1.04M | Sell |
6,090
-210
| -3% | -$35.7K | 0.3% | 29 |
|
|
2023
Q3 | $914K | Sell |
6,300
-2,410
| -28% | -$350K | 0.29% | 33 |
|
|
2023
Q2 | $1.27M | Buy |
8,710
+91
| +1% | +$13.2K | 0.37% | 30 |
|
|
2023
Q1 | $1.12M | Buy |
8,619
+2
| +0% | +$261 | 0.34% | 31 |
|
|
2022
Q4 | $1.16M | Buy |
8,617
+1
| +0% | +$134 | 0.37% | 24 |
|
|
2022
Q3 | $900K | Buy |
8,616
+110
| +1% | +$11.5K | 0.32% | 27 |
|
|
2022
Q2 | $958K | Buy |
8,506
+93
| +1% | +$10.5K | 0.34% | 30 |
|
|
2022
Q1 | $1.15M | Buy |
8,413
+2,813
| +50% | +$384K | 0.35% | 38 |
|
|
2021
Q4 | $887K | Buy |
+5,600
| New | +$887K | 0.27% | 39 |
|