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

Mason & Associates (California)’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
2026
Q2 		$2.52M Sell
7,696
-71
-0.9% -$22K 0.41% 46
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

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mason & Associates (California)'s JPM Position: Q2 2026 in Review

Mason & Associates (California) reduced its JPMorgan Chase (JPM) stake by 0.91% in Q2 2026, selling an estimated $22K and leaving 7,696 shares worth $2.52M. The position accounts for 0.41% of the portfolio, ranked #46.

Mason & Associates (California) first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.68M in Q4 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mason & Associates (California) held 7,696 shares of JPMorgan Chase worth $2.52M as of Q2 2026.
  • Mason & Associates (California) sold 71 JPMorgan Chase shares in Q2 2026, an estimated $22K.
  • JPMorgan Chase made up 0.41% of Mason & Associates (California)'s portfolio in Q2 2026, its #46 holding.
  • Mason & Associates (California) first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Mason & Associates (California)'s JPMorgan Chase position peaked at $2.68M in Q4 2025.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.