JP Morgan Chase
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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
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 $246M AUM 23.62% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $436M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Chase held its New England Realty Associates (NEN) position steady in Q1 2026 at 450 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6431.

JP Morgan Chase first reported a position in NEN in Q3 2019 and has held it in 27 quarters since. The position peaked at $37.5K in Q4 2024. 12 funds tracked by Wall St. Rank hold NEN as of Q1 2026.

  • JP Morgan Chase held 450 shares of New England Realty Associates worth $27.5K as of Q1 2026.
  • JP Morgan Chase left its New England Realty Associates share count unchanged in Q1 2026.
  • New England Realty Associates made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6431 holding.
  • JP Morgan Chase first reported a position in New England Realty Associates in Q3 2019 and has held it in 27 quarters since.
  • JP Morgan Chase's New England Realty Associates position peaked at $37.5K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held New England Realty Associates as of Q1 2026.

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