JP Morgan Chase’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $106M | Buy |
2,753,727
+561,748
| +26% | +$21.4M | 0.01% | 1041 |
|
|
2026
Q1 | $90M | Sell |
2,191,979
-1,546,201
| -41% | -$60.9M | 0.01% | 1044 |
|
|
2025
Q4 | $143M | Sell |
3,738,180
-333,749
| -8% | -$13.1M | 0.01% | 797 |
|
|
2025
Q3 | $162M | Buy |
4,071,929
+3,479,762
| +588% | +$133M | 0.01% | 777 |
|
|
2025
Q2 | $22M | Sell |
592,167
-388,366
| -40% | -$15.1M | ﹤0.01% | 1890 |
|
|
2025
Q1 | $38.8M | Buy |
980,533
+398,344
| +68% | +$14.6M | ﹤0.01% | 1458 |
|
|
2024
Q4 | $21.1M | Sell |
582,189
-371,795
| -39% | -$14.4M | ﹤0.01% | 1991 |
|
|
2024
Q3 | $36.8M | Buy |
953,984
+237,096
| +33% | +$9.32M | ﹤0.01% | 1537 |
|
|
2024
Q2 | $26.8M | Buy |
716,888
+41,059
| +6% | +$1.52M | ﹤0.01% | 1642 |
|
|
2024
Q1 | $25M | Buy |
675,829
+6,217
| +0.9% | +$225K | ﹤0.01% | 1735 |
|
|
2023
Q4 | $25M | Sell |
669,612
-177,598
| -21% | -$6.2M | ﹤0.01% | 1663 |
|
|
2023
Q3 | $29.1M | Sell |
847,210
-123,559
| -13% | -$4.79M | ﹤0.01% | 1411 |
|
|
2023
Q2 | $38.7M | Buy |
970,769
+321,147
| +49% | +$13.5M | ﹤0.01% | 1236 |
|
|
2023
Q1 | $28.4M | Buy |
649,622
+179,654
| +38% | +$8.1M | ﹤0.01% | 1406 |
|
|
2022
Q4 | $22.4M | Sell |
469,968
-28,120
| -6% | -$1.27M | ﹤0.01% | 1585 |
|
|
2022
Q3 | $20.6M | Sell |
498,088
-14,356
| -3% | -$695K | ﹤0.01% | 1558 |
|
|
2022
Q2 | $23.5M | Sell |
512,444
-32,557
| -6% | -$1.51M | ﹤0.01% | 1495 |
|
|
2022
Q1 | $27.9M | Sell |
545,001
-38,568
| -7% | -$1.86M | ﹤0.01% | 1515 |
|
|
2021
Q4 | $31.3M | Buy |
583,569
+71,448
| +14% | +$3.47M | ﹤0.01% | 1471 |
|
|
2021
Q3 | $23.6M | Sell |
512,121
-47,660
| -9% | -$2.31M | ﹤0.01% | 1627 |
|
|
2021
Q2 | $25.6M | Sell |
559,781
-119,012
| -18% | -$5.58M | ﹤0.01% | 1632 |
|
|
2021
Q1 | $30.4M | Buy |
678,793
+139,386
| +26% | +$6.29M | ﹤0.01% | 1435 |
|
|
2020
Q4 | $25.5M | Buy |
539,407
+103,095
| +24% | +$4.58M | ﹤0.01% | 1440 |
|
|
2020
Q3 | $17.4M | Buy |
436,312
+137,016
| +46% | +$5.89M | ﹤0.01% | 1592 |
|
|
2020
Q2 | $12.6M | Buy |
299,296
+75,941
| +34% | +$3.21M | ﹤0.01% | 1717 |
|
|
2020
Q1 | $9.09M | Sell |
223,355
-84,474
| -27% | -$3.99M | ﹤0.01% | 1830 |
|
|
2019
Q4 | $14.4M | Sell |
307,829
-151,578
| -33% | -$6.83M | ﹤0.01% | 1818 |
|
|
2019
Q3 | $20.6M | Buy |
459,407
+306,304
| +200% | +$13.1M | ﹤0.01% | 1560 |
|
|
2019
Q2 | $6.19M | Buy |
153,103
+31,019
| +25% | +$1.21M | ﹤0.01% | 2469 |
|
|
2019
Q1 | $4.45M | Sell |
122,084
-7,607
| -6% | -$268K | ﹤0.01% | 2671 |
|
|
2018
Q4 | $4.43M | Sell |
129,691
-173,133
| -57% | -$6M | ﹤0.01% | 2667 |
|
|
2018
Q3 | $11.2M | Sell |
302,824
-96,600
| -24% | -$3.57M | ﹤0.01% | 2104 |
|
|
2018
Q2 | $14.1M | Buy |
399,424
+99,612
| +33% | +$3.41M | ﹤0.01% | 1868 |
|
|
2018
Q1 | $10.2M | Sell |
299,812
-56,513
| -16% | -$1.97M | ﹤0.01% | 2021 |
|
|
2017
Q4 | $14M | Buy |
356,325
+82,992
| +30% | +$3.03M | ﹤0.01% | 1853 |
|
|
2017
Q3 | $9.09M | Buy |
273,333
+147,528
| +117% | +$4.94M | ﹤0.01% | 2059 |
|
|
2017
Q2 | $4.19M | Sell |
125,805
-21,247
| -14% | -$697K | ﹤0.01% | 2593 |
|
|
2017
Q1 | $4.73M | Buy |
147,052
+19,842
| +16% | +$609K | ﹤0.01% | 2474 |
|
|
2016
Q4 | $3.82M | Buy |
127,210
+71,982
| +130% | +$2.15M | ﹤0.01% | 2661 |
|
|
2016
Q3 | $1.68M | Sell |
55,228
-109,704
| -67% | -$3.56M | ﹤0.01% | 2897 |
|
|
2016
Q2 | $5.88M | Buy |
164,932
+50,685
| +44% | +$1.65M | ﹤0.01% | 2183 |
|
|
2016
Q1 | $3.63M | Buy |
114,247
+23,158
| +25% | +$717K | ﹤0.01% | 2385 |
|
|
2015
Q4 | $2.71M | Buy |
91,089
+9,608
| +12% | +$277K | ﹤0.01% | 2596 |
|
|
2015
Q3 | $2.16M | Sell |
81,481
-477,883
| -85% | -$12.2M | ﹤0.01% | 2700 |
|
|
2015
Q2 | $13.7M | Sell |
559,364
-85,294
| -13% | -$2.24M | ﹤0.01% | 1678 |
|
|
2015
Q1 | $17M | Buy |
644,658
+105,925
| +20% | +$2.82M | ﹤0.01% | 1540 |
|
|
2014
Q4 | $14.4M | Sell |
538,733
-66,948
| -11% | -$1.72M | ﹤0.01% | 1697 |
|
|
2014
Q3 | $14.3M | Sell |
605,681
-8,282
| -1% | -$202K | ﹤0.01% | 1670 |
|
|
2014
Q2 | $16.1M | Buy |
613,963
+185,100
| +43% | +$4.65M | ﹤0.01% | 1463 |
|
|
2014
Q1 | $10.8M | Buy |
428,863
+298,255
| +228% | +$7.2M | ﹤0.01% | 1687 |
|
|
2013
Q4 | $3.08M | Sell |
130,608
-6,747
| -5% | -$164K | ﹤0.01% | 2469 |
|
|
2013
Q3 | $3.4M | Buy |
137,355
+38,506
| +39% | +$982K | ﹤0.01% | 2441 |
|
|
2013
Q2 | $2.48M | Buy |
+98,849
| New | +$2.51M | ﹤0.01% | 2645 |
|
Other funds holding WTRG
AA
JP Morgan Chase's WTRG Position: Q2 2026 in Review
JP Morgan Chase increased its Essential Utilities (WTRG) stake by 26% in Q2 2026, buying an estimated $21.4M and bringing the position to 2,753,727 shares worth $106M. The position accounts for 0.01% of the portfolio, ranked #1041.
JP Morgan Chase first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $162M in Q3 2025. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- JP Morgan Chase held 2,753,727 shares of Essential Utilities worth $106M as of Q2 2026.
- JP Morgan Chase bought 561,748 Essential Utilities shares in Q2 2026, an estimated $21.4M.
- Essential Utilities made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1041 holding.
- JP Morgan Chase first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
- JP Morgan Chase's Essential Utilities position peaked at $162M in Q3 2025.
- 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.