JP Morgan Chase
MSB

JP Morgan Chase’s Mesabi Trust MSB Stock Holding History

JP Morgan Chase’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$873K Buy
36,572
+268
+0.7% +$7.37K ﹤0.01% 4763
2026
Q1 		$1.17M Sell
36,304
-660
-2% -$22.5K ﹤0.01% 4502
2025
Q4 		$1.42M Buy
36,964
+760
+2% +$25.7K ﹤0.01% 4366
2025
Q3 		$1.06M Sell
36,204
-1,016
-3% -$29.8K ﹤0.01% 4542
2025
Q2 		$892K Buy
37,220
+162
+0.4% +$4.21K ﹤0.01% 4451
2025
Q1 		$1.01M Buy
37,058
+460
+1% +$12.6K ﹤0.01% 4341
2024
Q4 		$1.03M Sell
36,598
-13
-0% -$338 ﹤0.01% 4615
2024
Q3 		$829K Sell
36,611
-6,355
-15% -$116K ﹤0.01% 4585
2024
Q2 		$740K Buy
42,966
+148
+0.3% +$2.57K ﹤0.01% 4459
2024
Q1 		$758K Sell
42,818
-3,220
-7% -$61.1K ﹤0.01% 4530
2023
Q4 		$942K Buy
46,038
+2,127
+5% +$42.1K ﹤0.01% 4377
2023
Q3 		$881K Sell
43,911
-57
-0.1% -$1.09K ﹤0.01% 4133
2023
Q2 		$897K Buy
43,968
+32,648
+288% +$701K ﹤0.01% 4138
2023
Q1 		$285K Sell
11,320
-175
-2% -$4.06K ﹤0.01% 4837
2022
Q4 		$207K Sell
11,495
-1,945
-14% -$38.6K ﹤0.01% 5023
2022
Q3 		$289K Sell
13,440
-16
-0.1% -$412 ﹤0.01% 4773
2022
Q2 		$330K Sell
13,456
-22
-0.2% -$572 ﹤0.01% 4794
2022
Q1 		$359K Sell
13,478
-20,418
-60% -$573K ﹤0.01% 4889
2021
Q4 		$896K Buy
33,896
+2,108
+7% +$56.4K ﹤0.01% 4473
2021
Q3 		$944K Buy
31,788
+3,291
+12% +$110K ﹤0.01% 4354
2021
Q2 		$1.01M Buy
28,497
+18,997
+200% +$687K ﹤0.01% 4277
2021
Q1 		$286K Buy
+9,500
New +$266K ﹤0.01% 4996
2019
Q4 		– Sell
-68,080
Closed -$1.63M – 5777
2019
Q3 		$1.63M Sell
68,080
-5,124
-7% -$131K ﹤0.01% 3544
2019
Q2 		$2.15M Buy
73,204
+1,049
+1% +$31.3K ﹤0.01% 3337
2019
Q1 		$2.11M Hold
72,155
– – ﹤0.01% 3291
2018
Q4 		$1.71M Sell
72,155
-800
-1% -$21.9K ﹤0.01% 3400
2018
Q3 		$1.93M Hold
72,955
– – ﹤0.01% 3488
2018
Q2 		$1.79M Buy
72,955
+17,100
+31% +$420K ﹤0.01% 3492
2018
Q1 		$1.44M Buy
55,855
+26,686
+91% +$716K ﹤0.01% 3468
2017
Q4 		$737K Sell
29,169
-5,400
-16% -$126K ﹤0.01% 3883
2017
Q3 		$778K Sell
34,569
-2,200
-6% -$34.5K ﹤0.01% 3635
2017
Q2 		$502K Hold
36,769
– – ﹤0.01% 3734
2017
Q1 		$552K Sell
36,769
-630
-2% -$9.08K ﹤0.01% 3668
2016
Q4 		$400K Buy
37,399
+26,956
+258% +$273K ﹤0.01% 3880
2016
Q3 		$97K Buy
+10,443
New +$103K ﹤0.01% 3876

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase's MSB Position: Q2 2026 in Review

JP Morgan Chase increased its Mesabi Trust (MSB) stake by 0.74% in Q2 2026, buying an estimated $7.37K and bringing the position to 36,572 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #4763.

JP Morgan Chase first reported a position in MSB in Q3 2016 and has held it in 35 quarters since. The position peaked at $2.15M in Q2 2019. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

  • JP Morgan Chase held 36,572 shares of Mesabi Trust worth $873K as of Q2 2026.
  • JP Morgan Chase bought 268 Mesabi Trust shares in Q2 2026, an estimated $7.37K.
  • Mesabi Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4763 holding.
  • JP Morgan Chase first reported a position in Mesabi Trust in Q3 2016 and has held it in 35 quarters since.
  • JP Morgan Chase's Mesabi Trust position peaked at $2.15M in Q2 2019.
  • 62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.