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Disclosery

Mason & Associates Inc: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason & Associates Inc on JPM, newest first. How the timeline and the estimate are built.

Mason & Associates Inc held 7,696 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,696 shares
    Change vs previous 13F -71 shares

    0.41% of the 13F portfolio, value $2,519,189.

    13F-HR 0001917686-26-000003 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,767 shares
    Change vs previous 13F -560 shares

    0.43% of the 13F portfolio, value $2,204,127.

    13F-HR 0001917686-26-000002 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,327 shares
    Change vs previous 13F +604 shares

    0.51% of the 13F portfolio, value $2,683,235.

    13F-HR 0001917686-26-000001 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,723 shares
    Change vs previous 13F +188 shares

    0.49% of the 13F portfolio, value $2,436,193.

    13F-HR 0001917686-25-000007 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,535 shares
    Change vs previous 13F +137 shares

    0.5% of the 13F portfolio, value $2,184,336.

    13F-HR 0001917686-25-000005 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,398 shares
    Change vs previous 13F -3 shares

    0.45% of the 13F portfolio, value $1,814,788.

    13F-HR 0001917686-25-000002 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,401 shares
    Change vs previous 13F +1,106 shares

    0.42% of the 13F portfolio, value $1,774,190.

    13F-HR 0001917686-25-000001 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,295 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,327,425.

    13F-HR 0001917686-24-000005 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).