JP Morgan Chase’s New England Realty Associates NEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.6K	Hold	450	–	–	﹤0.01%	6661
2026 Q1	$27.5K	Hold	450	–	–	﹤0.01%	6431
2025 Q4	$29K	Hold	450	–	–	﹤0.01%	6421
2025 Q3	$33.1K	Hold	450	–	–	﹤0.01%	6362
2025 Q2	$32.9K	Hold	450	–	–	﹤0.01%	6051
2025 Q1	$36.7K	Hold	450	–	–	﹤0.01%	5973
2024 Q4	$37.5K	Hold	450	–	–	﹤0.01%	6105
2024 Q3	$37.4K	Hold	450	–	–	﹤0.01%	6079
2024 Q2	$32.3K	Hold	450	–	–	﹤0.01%	6017
2024 Q1	$32.4K	Hold	450	–	–	﹤0.01%	6092
2023 Q4	$31.4K	Hold	450	–	–	﹤0.01%	6141
2023 Q3	$30.6K	Hold	450	–	–	﹤0.01%	5960
2023 Q2	$32.8K	Hold	450	–	–	﹤0.01%	5812
2023 Q1	$33K	Hold	450	–	–	﹤0.01%	5845
2022 Q4	$32K	Hold	450	–	–	﹤0.01%	5746
2022 Q3	$35K	Hold	450	–	–	﹤0.01%	5652
2022 Q2	$35K	Hold	450	–	–	﹤0.01%	5760
2022 Q1	$36K	Hold	450	–	–	﹤0.01%	5907
2021 Q4	$31K	Hold	450	–	–	﹤0.01%	6106
2021 Q3	$27K	Hold	450	–	–	﹤0.01%	5987
2021 Q2	$27K	Hold	450	–	–	﹤0.01%	5880
2021 Q1	$25K	Hold	450	–	–	﹤0.01%	5670
2020 Q4	$23K	Hold	450	–	–	﹤0.01%	5275
2020 Q3	$22K	Hold	450	–	–	﹤0.01%	5126
2020 Q2	$24K	Hold	450	–	–	﹤0.01%	5001
2020 Q1	$21K	Hold	450	–	–	﹤0.01%	4941
2019 Q4	$28K	Hold	450	–	–	﹤0.01%	5267
2019 Q3	$27K	Buy	+450	New	+$26.8K	﹤0.01%	5342

Other funds holding NEN

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WAM

Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECP

Epacria Capital Partners Boulder, Colorado $130M AUM 23.38% 1-Year Est. Return

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

Napier Financial Braintree, Massachusetts $480M AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase held its New England Realty Associates (NEN) position steady in Q2 2026 at 450 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6661.

JP Morgan Chase first reported a position in NEN in Q3 2019 and has held it in 28 quarters since. The position peaked at $37.5K in Q4 2024. 11 funds tracked by Wall St. Rank hold NEN as of Q2 2026.

JP Morgan Chase held 450 shares of New England Realty Associates worth $25.6K as of Q2 2026.
JP Morgan Chase left its New England Realty Associates share count unchanged in Q2 2026.
New England Realty Associates made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6661 holding.
JP Morgan Chase first reported a position in New England Realty Associates in Q3 2019 and has held it in 28 quarters since.
JP Morgan Chase's New England Realty Associates position peaked at $37.5K in Q4 2024.
11 funds tracked by Wall St. Rank held New England Realty Associates as of Q2 2026.

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