Mason Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History

Mason Investment Advisory Services’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 Q1	–	Sell	-645	Closed	-$208K	–	82
2025 Q4	$208K	Buy	+645	New	+$200K	0.01%	78
2023 Q1	–	Sell	-3,180	Closed	-$426K	–	77
2022 Q4	$426K	Buy	3,180 +750	+31%	+$95K	0.04%	47
2022 Q3	$254K	Buy	2,430 +10	+0.4%	+$1.15K	0.03%	73
2022 Q2	$273K	Sell	2,420 -7,694	-76%	-$953K	0.03%	67
2022 Q1	$1.38M	Hold	10,114	–	–	0.12%	36
2021 Q4	$1.6M	Sell	10,114 -2,385	-19%	-$392K	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%	+$15.3K	0.19%	19
2020 Q3	$1.19M	Hold	12,362	–	–	0.17%	29
2020 Q2	$1.16M	Buy	12,362 +3,161	+34%	+$300K	0.17%	29
2020 Q1	$828K	Buy	+9,201	New	+$1.12M	0.14%	41

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mason Investment Advisory Services's JPM Position: Q1 2026 in Review

Mason Investment Advisory Services sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 645 shares — an estimated $208K sold.

Mason Investment Advisory Services first reported a position in JPM in Q1 2020 and held it in 13 quarters. The position peaked at $2.05M in Q3 2021. 5,079 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Mason Investment Advisory Services reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Mason Investment Advisory Services sold 645 JPMorgan Chase shares in Q1 2026, an estimated $208K.
Mason Investment Advisory Services first reported a position in JPMorgan Chase in Q1 2020 and held it in 13 quarters.
Mason Investment Advisory Services's JPMorgan Chase position peaked at $2.05M in Q3 2021.
5,079 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.