JP Morgan Chase
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JP Morgan Chase’s Middlesex Water MSEX Stock Holding History

JP Morgan Chase’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.66M Buy
31,424
+3,278
+12% +$173K ﹤0.01% 4250
2025
Q4 		$1.42M Sell
28,146
-7,166
-20% -$385K ﹤0.01% 4369
2025
Q3 		$1.91M Sell
35,312
-4,376
-11% -$234K ﹤0.01% 4114
2025
Q2 		$2.15M Sell
39,688
-15,895
-29% -$941K ﹤0.01% 3857
2025
Q1 		$3.56M Sell
55,583
-36,977
-40% -$2.01M ﹤0.01% 3445
2024
Q4 		$4.87M Buy
92,560
+60,337
+187% +$3.79M ﹤0.01% 3367
2024
Q3 		$2.1M Sell
32,223
-15,310
-32% -$949K ﹤0.01% 3969
2024
Q2 		$2.48M Sell
47,533
-7,306
-13% -$379K ﹤0.01% 3594
2024
Q1 		$2.88M Sell
54,839
-5,479
-9% -$303K ﹤0.01% 3547
2023
Q4 		$3.96M Buy
60,318
+18,878
+46% +$1.24M ﹤0.01% 3294
2023
Q3 		$2.75M Buy
41,440
+6,293
+18% +$485K ﹤0.01% 3305
2023
Q2 		$2.83M Sell
35,147
-5,308
-13% -$415K ﹤0.01% 3283
2023
Q1 		$3.16M Buy
40,455
+11,654
+40% +$940K ﹤0.01% 3173
2022
Q4 		$2.27M Sell
28,801
-7,371
-20% -$640K ﹤0.01% 3471
2022
Q3 		$2.79M Buy
36,172
+13,798
+62% +$1.24M ﹤0.01% 3194
2022
Q2 		$1.96M Sell
22,374
-38,080
-63% -$3.41M ﹤0.01% 3561
2022
Q1 		$6.36M Sell
60,454
-6,039
-9% -$616K ﹤0.01% 2795
2021
Q4 		$8M Buy
66,493
+56,271
+550% +$5.98M ﹤0.01% 2648
2021
Q3 		$1.05M Sell
10,222
-14,542
-59% -$1.49M ﹤0.01% 4268
2021
Q2 		$2.02M Sell
24,764
-10,997
-31% -$910K ﹤0.01% 3786
2021
Q1 		$2.83M Sell
35,761
-48,685
-58% -$3.69M ﹤0.01% 3438
2020
Q4 		$6.12M Buy
84,446
+33,333
+65% +$2.3M ﹤0.01% 2630
2020
Q3 		$3.19M Buy
51,113
+2,822
+6% +$183K ﹤0.01% 2917
2020
Q2 		$3.24M Sell
48,291
-11,394
-19% -$722K ﹤0.01% 2779
2020
Q1 		$3.59M Sell
59,685
-9,753
-14% -$617K ﹤0.01% 2529
2019
Q4 		$4.41M Buy
69,438
+19,879
+40% +$1.26M ﹤0.01% 2781
2019
Q3 		$3.22M Buy
49,559
+8,338
+20% +$507K ﹤0.01% 3075
2019
Q2 		$2.41M Buy
41,221
+8,353
+25% +$485K ﹤0.01% 3256
2019
Q1 		$1.84M Buy
32,868
+9,129
+38% +$515K ﹤0.01% 3385
2018
Q4 		$1.27M Buy
23,739
+4,022
+20% +$198K ﹤0.01% 3590
2018
Q3 		$956K Buy
19,717
+1,643
+9% +$74.9K ﹤0.01% 3948
2018
Q2 		$761K Buy
18,074
+9,976
+123% +$413K ﹤0.01% 3973
2018
Q1 		$298K Buy
8,098
+3,616
+81% +$134K ﹤0.01% 4218
2017
Q4 		$179K Buy
4,482
+2,407
+116% +$104K ﹤0.01% 4457
2017
Q3 		$84K Buy
2,075
+1,035
+100% +$40.2K ﹤0.01% 4347
2017
Q2 		$41K Sell
1,040
-32,038
-97% -$1.2M ﹤0.01% 4388
2017
Q1 		$1.22M Buy
33,078
+2,686
+9% +$100K ﹤0.01% 3306
2016
Q4 		$1.3M Buy
30,392
+13,508
+80% +$518K ﹤0.01% 3311
2016
Q3 		$595K Buy
16,884
+14,991
+792% +$566K ﹤0.01% 3338
2016
Q2 		$82K Buy
1,893
+1,540
+436% +$57K ﹤0.01% 3913
2016
Q1 		$11K Buy
353
+13
+4% +$369 ﹤0.01% 4222
2015
Q4 		$9K Buy
+340
New +$8.67K ﹤0.01% 4230
2013
Q4 		– Sell
-18,088
Closed -$387K – 4181
2013
Q3 		$387K Buy
+18,088
New +$379K ﹤0.01% 3749

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase's MSEX Position: Q1 2026 in Review

JP Morgan Chase increased its Middlesex Water (MSEX) stake by 12% in Q1 2026, buying an estimated $173K and bringing the position to 31,424 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #4250.

JP Morgan Chase first reported a position in MSEX in Q3 2013 and has held it in 43 quarters since. The position peaked at $8M in Q4 2021. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • JP Morgan Chase held 31,424 shares of Middlesex Water worth $1.66M as of Q1 2026.
  • JP Morgan Chase bought 3,278 Middlesex Water shares in Q1 2026, an estimated $173K.
  • Middlesex Water made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4250 holding.
  • JP Morgan Chase first reported a position in Middlesex Water in Q3 2013 and has held it in 43 quarters since.
  • JP Morgan Chase's Middlesex Water position peaked at $8M in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.