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

Mason & Associates (Virginia)’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	$244K	Hold	744	–	–	0.05%	41
2026 Q1	$219K	Hold	744	–	–	0.05%	42
2025 Q4	$240K	Buy	744 +29	+4%	+$8.98K	0.05%	37
2025 Q3	$207K	Hold	715	–	–	0.05%	39
2025 Q2	$207K	Buy	+715	New	+$182K	0.05%	39

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Mason & Associates (Virginia) held its JPMorgan Chase (JPM) position steady in Q2 2026 at 744 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #41.

Mason & Associates (Virginia) first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 1,419 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Mason & Associates (Virginia) held 744 shares of JPMorgan Chase worth $244K as of Q2 2026.
Mason & Associates (Virginia) left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.05% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #41 holding.
Mason & Associates (Virginia) first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
1,419 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.