A detailed history of Mason & Associates Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mason & Associates Inc holds 6,327 shares of JPM stock, worth $1.3 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
6,327
Previous 6,090 3.89%
Holding current value
$1.3 Million
Previous $1.04 Million 22.42%
% of portfolio
0.35%
Previous 0.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$167.09 - $200.3 $39,600 - $47,471
237 Added 3.89%
6,327 $1.27 Million
Q4 2023

Jan 16, 2024

SELL
$135.69 - $170.3 $28,494 - $35,763
-210 Reduced 3.33%
6,090 $1.04 Million
Q3 2023

Oct 19, 2023

SELL
$143.21 - $158.0 $345,136 - $380,780
-2,410 Reduced 27.67%
6,300 $913,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $11,599 - $13,235
91 Added 1.06%
8,710 $1.27 Million
Q1 2023

Apr 20, 2023

BUY
$124.91 - $143.8 $249 - $287
2 Added 0.02%
8,619 $1.12 Million
Q4 2022

Jan 12, 2023

BUY
$101.96 - $137.84 $101 - $137
1 Added 0.01%
8,617 $0
Q3 2022

Oct 20, 2022

BUY
$20.73 - $120.58 $2,280 - $13,263
110 Added 1.29%
8,616 $900,000
Q2 2022

Jul 26, 2022

BUY
$112.61 - $135.91 $10,472 - $12,639
93 Added 1.11%
8,506 $958,000
Q1 2022

Apr 19, 2022

BUY
$128.3 - $168.44 $360,907 - $473,821
2,813 Added 50.23%
8,413 $1.15 Million
Q4 2021

Mar 18, 2022

BUY
$153.94 - $171.78 $862,064 - $961,968
5,600 New
5,600 $887,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $601B
  • 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 ...
More about JPM
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