JP Morgan Chase’s Mesa Royalty Trust MTR Stock Holding History

JP Morgan Chase’s Portfolio MTR Stock Details MTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.09K	Hold	1,300	–	–	﹤0.01%	7101
2026 Q1	$6.66K	Hold	1,300	–	–	﹤0.01%	6837
2025 Q4	$5.62K	Hold	1,300	–	–	﹤0.01%	6793
2025 Q3	$6.95K	Hold	1,300	–	–	﹤0.01%	6717
2025 Q2	$7.11K	Hold	1,300	–	–	﹤0.01%	6369
2025 Q1	$8.09K	Hold	1,300	–	–	﹤0.01%	6349
2024 Q4	$7.68K	Hold	1,300	–	–	﹤0.01%	6436
2024 Q3	$7.38K	Hold	1,300	–	–	﹤0.01%	6420
2024 Q2	$11.5K	Hold	1,300	–	–	﹤0.01%	6231
2024 Q1	$13.8K	Hold	1,300	–	–	﹤0.01%	6293
2023 Q4	$17.2K	Hold	1,300	–	–	﹤0.01%	6286
2023 Q3	$19.8K	Buy	+1,300	New	+$25.6K	﹤0.01%	6069

Other funds holding MTR

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

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

JP Morgan Chase held its Mesa Royalty Trust (MTR) position steady in Q2 2026 at 1,300 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #7101.

JP Morgan Chase first reported a position in MTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.8K in Q3 2023. 13 funds tracked by Wall St. Rank hold MTR as of Q2 2026.

JP Morgan Chase held 1,300 shares of Mesa Royalty Trust worth $4.09K as of Q2 2026.
JP Morgan Chase left its Mesa Royalty Trust share count unchanged in Q2 2026.
Mesa Royalty Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7101 holding.
JP Morgan Chase first reported a position in Mesa Royalty Trust in Q3 2023 and has held it in 12 quarters since.
JP Morgan Chase's Mesa Royalty Trust position peaked at $19.8K in Q3 2023.
13 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q2 2026.

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