Mason Investment Advisory Services’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 | – | Sell |
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|
2025
Q4 | $208K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $1.38M | Hold |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $2.05M | Hold |
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|
2021
Q2 | $1.94M | Hold |
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|
2021
Q1 | $1.9M | Hold |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $1.19M | Hold |
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|
2020
Q2 | $1.16M | Buy |
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|
2020
Q1 | $828K | Buy |
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