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S.A. Mason’s JPMorgan Chase JPM Stock Holding History

S.A. Mason’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 		$1.53M Buy
4,668
+173
+4% +$53.7K 0.47% 56
2026
Q1 		$1.32M Buy
4,495
+250
+6% +$75.9K 0.5% 55
2025
Q4 		$1.37M Buy
4,245
+87
+2% +$26.9K 0.54% 53
2025
Q3 		$1.31M Hold
4,158
– – 0.58% 45
2025
Q2 		$1.21M Sell
4,158
-6
-0.1% -$1.53K 0.58% 45
2025
Q1 		$1.02M Hold
4,164
– – 0.54% 49
2024
Q4 		$998K Sell
4,164
-5
-0.1% -$1.17K 0.52% 50
2024
Q3 		$879K Buy
4,169
+14
+0.3% +$2.95K 0.47% 56
2024
Q2 		$840K Buy
4,155
+246
+6% +$48.1K 0.48% 53
2024
Q1 		$783K Buy
3,909
+144
+4% +$26K 0.47% 56
2023
Q4 		$640K Buy
3,765
+9
+0.2% +$1.36K 0.43% 62
2023
Q3 		$545K Hold
3,756
– – 0.39% 70
2023
Q2 		$489K Hold
3,756
– – 0.36% 79
2023
Q1 		$489K Sell
3,756
-155
-4% -$21.2K 0.36% 79
2022
Q4 		$524K Sell
3,911
-75
-2% -$9.5K 0.4% 70
2022
Q3 		$417K Hold
3,986
– – 0.33% 84
2022
Q2 		$449K Hold
3,986
– – 0.33% 86
2022
Q1 		$543K Hold
3,986
– – 0.34% 83
2021
Q4 		$631K Hold
3,986
– – 0.38% 74
2021
Q3 		$652K Hold
3,986
– – 0.43% 69
2021
Q2 		$620K Buy
3,986
+10
+0.3% +$1.57K 0.43% 67
2021
Q1 		$605K Hold
3,976
– – 0.45% 68
2020
Q4 		$505K Sell
3,976
-40
-1% -$4.47K 0.42% 67
2020
Q3 		$387K Hold
4,016
– – 0.37% 73
2020
Q2 		$378K Sell
4,016
-95
-2% -$9.01K 0.4% 68
2020
Q1 		$370K Buy
4,111
+151
+4% +$18.3K 0.45% 66
2019
Q4 		$552K Buy
+3,960
New +$508K 0.53% 58

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

S.A. Mason's JPM Position: Q2 2026 in Review

S.A. Mason increased its JPMorgan Chase (JPM) stake by 3.8% in Q2 2026, buying an estimated $53.7K and bringing the position to 4,668 shares worth $1.53M. The position accounts for 0.47% of the portfolio, ranked #56.

S.A. Mason first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 3,217 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • S.A. Mason held 4,668 shares of JPMorgan Chase worth $1.53M as of Q2 2026.
  • S.A. Mason bought 173 JPMorgan Chase shares in Q2 2026, an estimated $53.7K.
  • JPMorgan Chase made up 0.47% of S.A. Mason's portfolio in Q2 2026, its #56 holding.
  • S.A. Mason first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 3,217 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.