SAM
S.A. Mason’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
4,158
-6
| -0.1% | -$1.74K | 0.58% | 45 |
|
|
2025
Q1 | $1.02M | Hold |
4,164
| – | – | 0.54% | 49 |
|
|
2024
Q4 | $998K | Sell |
4,164
-5
| -0.1% | -$1.2K | 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% | +$49.8K | 0.48% | 53 |
|
|
2024
Q1 | $783K | Buy |
3,909
+144
| +4% | +$28.8K | 0.47% | 56 |
|
|
2023
Q4 | $640K | Buy |
3,765
+9
| +0.2% | +$1.53K | 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% | -$20.2K | 0.36% | 79 |
|
|
2022
Q4 | $524K | Sell |
3,911
-75
| -2% | -$10.1K | 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% | +$1.56K | 0.43% | 67 |
|
|
2021
Q1 | $605K | Hold |
3,976
| – | – | 0.45% | 68 |
|
|
2020
Q4 | $505K | Sell |
3,976
-40
| -1% | -$5.08K | 0.42% | 67 |
|
|
2020
Q3 | $387K | Hold |
4,016
| – | – | 0.37% | 73 |
|
|
2020
Q2 | $378K | Sell |
4,016
-95
| -2% | -$8.94K | 0.4% | 68 |
|
|
2020
Q1 | $370K | Buy |
4,111
+151
| +4% | +$13.6K | 0.45% | 66 |
|
|
2019
Q4 | $552K | Buy |
+3,960
| New | +$552K | 0.53% | 58 |
|