Mason Investment Advisory Services, Inc. Jpmorgan Chase & CO Transaction History

Mason Investment Advisory Services, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Aug 07, 2024	BUY	$101.96 - $137.84 $76,470 - $103,380	750 Added 30.86%	3,180 $426 Million
Q3 2022 Aug 07, 2024	BUY	$20.73 - $120.58 $207 - $1,205	10 Added 0.41%	2,430 $254 Million
Q2 2022 Aug 07, 2024	SELL	$112.61 - $135.91 $866,421 - $1.05 Million	-7,694 Reduced 76.07%	2,420 $273 Million
Q1 2022 Aug 07, 2024	BUY	$128.3 - $168.44 $1.3 Million - $1.7 Million	10,114 New	10,114 $1.38 Billion
Q4 2021 Aug 06, 2024	SELL	$153.94 - $171.78 $367,146 - $409,695	-2,385 Reduced 19.08%	10,114 $1.6 Billion
Q1 2021 Aug 06, 2024	BUY	$125.65 - $157.65 $1.57 Million - $1.97 Million	12,499 New	12,499 $1.9 Billion
Q4 2020 Aug 05, 2024	BUY	$96.54 - $127.07 $13,225 - $17,408	137 Added 1.11%	12,499 $1.59 Billion
Q2 2020 Aug 05, 2024	BUY	$84.03 - $113.45 $265,618 - $358,615	3,161 Added 34.35%	12,362 $1.16 Billion
Q1 2020 Aug 05, 2024	BUY	$79.03 - $141.09 $727,155 - $1.3 Million	9,201 New	9,201 $828 Million

4,615

1.96B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

Get notified when there are updates to the investment portfolio of Mason Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

Stay updated on Mason Investment Advisory Services, Inc. with notifications on news.