JPMorgan Chase & Co. shares owned by Mason Investment Advisory Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mason Investment Advisory Services
from 13F filings
Historical chart of Mason Investment Advisory Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Mason Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $208k | 645 | 322.22 |
| 2022-12-31 | $426k | 3.2k | 134.10 |
| 2022-09-30 | $254k | 2.4k | 104.50 |
| 2022-06-30 | $273k | 2.4k | 112.61 |
| 2022-03-31 | $1.4M | 10k | 136.32 |
| 2021-12-31 | $1.6M | 10k | 158.35 |
| 2021-09-30 | $2.0M | 13k | 163.69 |
| 2021-06-30 | $1.9M | 13k | 155.54 |
| 2021-03-31 | $1.9M | 13k | 152.23 |
| 2020-12-31 | $1.6M | 13k | 127.07 |
| 2020-09-30 | $1.2M | 12k | 96.27 |
| 2020-06-30 | $1.2M | 12k | 94.06 |
| 2020-03-31 | $828k | 9.2k | 90.03 |
More positions owned by Mason Investment Advisory Services
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