Mason & Associates (California)’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.2M	Sell	7,767 -560	-7%	-$170K	0.43%	45
2025 Q4	$2.68M	Buy	8,327 +604	+8%	+$187K	0.51%	39
2025 Q3	$2.44M	Buy	7,723 +188	+2%	+$55.9K	0.49%	38
2025 Q2	$2.18M	Buy	7,535 +137	+2%	+$35K	0.5%	39
2025 Q1	$1.81M	Sell	7,398 -3	-0%	-$765	0.45%	36
2024 Q4	$1.77M	Buy	7,401 +1,106	+18%	+$258K	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%	+$17.8K	0.35%	40
2024 Q1	$1.27M	Buy	6,327 +237	+4%	+$42.8K	0.34%	39
2023 Q4	$1.04M	Sell	6,090 -210	-3%	-$31.8K	0.3%	29
2023 Q3	$914K	Sell	6,300 -2,410	-28%	-$361K	0.29%	33
2023 Q2	$1.27M	Buy	8,710 +91	+1%	+$12.5K	0.37%	30
2023 Q1	$1.12M	Buy	8,619 +2	+0%	+$274	0.34%	31
2022 Q4	$1.16M	Buy	8,617 +1	+0%	+$127	0.37%	24
2022 Q3	$900K	Buy	8,616 +110	+1%	+$12.6K	0.32%	27
2022 Q2	$958K	Buy	8,506 +93	+1%	+$11.5K	0.34%	30
2022 Q1	$1.15M	Buy	8,413 +2,813	+50%	+$415K	0.35%	38
2021 Q4	$887K	Buy	+5,600	New	+$920K	0.27%	39