JP Morgan Chase
MTR

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
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 $4.23B AUM 20.9% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

JP Morgan Chase held its Mesa Royalty Trust (MTR) position steady in Q1 2026 at 1,300 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #6837.

JP Morgan Chase first reported a position in MTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.8K in Q3 2023. 11 funds tracked by Wall St. Rank hold MTR as of Q1 2026.

  • JP Morgan Chase held 1,300 shares of Mesa Royalty Trust worth $6.66K as of Q1 2026.
  • JP Morgan Chase left its Mesa Royalty Trust share count unchanged in Q1 2026.
  • Mesa Royalty Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6837 holding.
  • JP Morgan Chase first reported a position in Mesa Royalty Trust in Q3 2023 and has held it in 11 quarters since.
  • JP Morgan Chase's Mesa Royalty Trust position peaked at $19.8K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2026.

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