Mason Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,180
| Closed | -$426K | – | 77 |
|
|
2022
Q4 | $426K | Buy |
3,180
+750
| +31% | +$101K | 0.04% | 47 |
|
|
2022
Q3 | $254K | Buy |
2,430
+10
| +0.4% | +$1.05K | 0.03% | 73 |
|
|
2022
Q2 | $273K | Sell |
2,420
-7,694
| -76% | -$866K | 0.03% | 67 |
|
|
2022
Q1 | $1.38M | Hold |
10,114
| – | – | 0.12% | 36 |
|
|
2021
Q4 | $1.6M | Sell |
10,114
-2,385
| -19% | -$378K | 0.13% | 31 |
|
|
2021
Q3 | $2.05M | Hold |
12,499
| – | – | 0.21% | 18 |
|
|
2021
Q2 | $1.94M | Hold |
12,499
| – | – | 0.2% | 17 |
|
|
2021
Q1 | $1.9M | Hold |
12,499
| – | – | 0.2% | 14 |
|
|
2020
Q4 | $1.59M | Buy |
12,499
+137
| +1% | +$17.4K | 0.19% | 19 |
|
|
2020
Q3 | $1.19M | Hold |
12,362
| – | – | 0.17% | 29 |
|
|
2020
Q2 | $1.16M | Buy |
12,362
+3,161
| +34% | +$297K | 0.17% | 29 |
|
|
2020
Q1 | $828K | Buy |
+9,201
| New | +$828K | 0.14% | 41 |
|