Massachusetts Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.33B | Sell |
14,662,099
-857,306
| -6% | -$260M | 1.46% | 6 |
|
|
2025
Q4 | $5B | Sell |
15,519,405
-896,279
| -5% | -$277M | 1.61% | 6 |
|
|
2025
Q3 | $5.18B | Sell |
16,415,684
-950,387
| -5% | -$283M | 1.6% | 7 |
|
|
2025
Q2 | $5.03B | Sell |
17,366,071
-830,999
| -5% | -$212M | 1.6% | 6 |
|
|
2025
Q1 | $4.46B | Sell |
18,197,070
-3,634,020
| -17% | -$926M | 1.48% | 7 |
|
|
2024
Q4 | $5.23B | Sell |
21,831,090
-3,109,822
| -12% | -$724M | 1.65% | 7 |
|
|
2024
Q3 | $5.26B | Sell |
24,940,912
-3,015,421
| -11% | -$635M | 1.57% | 7 |
|
|
2024
Q2 | $5.65B | Sell |
27,956,333
-874,861
| -3% | -$171M | 1.74% | 6 |
|
|
2024
Q1 | $5.77B | Sell |
28,831,194
-667,379
| -2% | -$120M | 1.73% | 4 |
|
|
2023
Q4 | $5.02B | Sell |
29,498,573
-1,074,640
| -4% | -$163M | 1.62% | 5 |
|
|
2023
Q3 | $4.43B | Sell |
30,573,213
-829,184
| -3% | -$124M | 1.55% | 5 |
|
|
2023
Q2 | $4.57B | Sell |
31,402,397
-439,429
| -1% | -$60.4M | 1.5% | 7 |
|
|
2023
Q1 | $4.15B | Sell |
31,841,826
-375,481
| -1% | -$51.4M | 1.42% | 9 |
|
|
2022
Q4 | $4.32B | Sell |
32,217,307
-653,960
| -2% | -$82.9M | 1.51% | 6 |
|
|
2022
Q3 | $3.44B | Sell |
32,871,267
-29,832
| -0.1% | -$3.42M | 1.28% | 10 |
|
|
2022
Q2 | $3.7B | Sell |
32,901,099
-469,854
| -1% | -$58.2M | 1.28% | 11 |
|
|
2022
Q1 | $4.55B | Sell |
33,370,953
-13,747
| -0% | -$2.03M | 1.35% | 12 |
|
|
2021
Q4 | $5.29B | Sell |
33,384,700
-160,190
| -0.5% | -$26.3M | 1.45% | 9 |
|
|
2021
Q3 | $5.49B | Buy |
33,544,890
+1,622,530
| +5% | +$254M | 1.61% | 8 |
|
|
2021
Q2 | $4.97B | Sell |
31,922,360
-949,057
| -3% | -$149M | 1.45% | 9 |
|
|
2021
Q1 | $5B | Sell |
32,871,417
-1,917,942
| -6% | -$276M | 1.54% | 9 |
|
|
2020
Q4 | $4.42B | Sell |
34,789,359
-2,733
| -0% | -$305K | 1.42% | 11 |
|
|
2020
Q3 | $3.35B | Buy |
34,792,092
+83,138
| +0.2% | +$8.16M | 1.21% | 14 |
|
|
2020
Q2 | $3.26B | Buy |
34,708,954
+835,261
| +2% | +$79.2M | 1.29% | 13 |
|
|
2020
Q1 | $3.05B | Sell |
33,873,693
-94,289
| -0.3% | -$11.5M | 1.45% | 12 |
|
|
2019
Q4 | $4.74B | Sell |
33,967,982
-2,274,376
| -6% | -$292M | 1.78% | 7 |
|
|
2019
Q3 | $4.27B | Sell |
36,242,358
-403,946
| -1% | -$45.7M | 1.71% | 7 |
|
|
2019
Q2 | $4.1B | Sell |
36,646,304
-741,431
| -2% | -$81.7M | 1.67% | 9 |
|
|
2019
Q1 | $3.78B | Sell |
37,387,735
-446,104
| -1% | -$46M | 1.6% | 10 |
|
|
2018
Q4 | $3.69B | Sell |
37,833,839
-1,413,886
| -4% | -$151M | 1.77% | 7 |
|
|
2018
Q3 | $4.43B | Sell |
39,247,725
-2,145,602
| -5% | -$244M | 1.82% | 6 |
|
|
2018
Q2 | $4.31B | Sell |
41,393,327
-434,997
| -1% | -$47.7M | 1.85% | 5 |
|
|
2018
Q1 | $4.6B | Sell |
41,828,324
-3,753,175
| -8% | -$425M | 1.97% | 5 |
|
|
2017
Q4 | $4.87B | Sell |
45,581,499
-798,103
| -2% | -$80.8M | 2.04% | 3 |
|
|
2017
Q3 | $4.43B | Buy |
46,379,602
+594,049
| +1% | +$54.8M | 1.92% | 4 |
|
|
2017
Q2 | $4.18B | Sell |
45,785,553
-584,188
| -1% | -$50.4M | 1.86% | 4 |
|
|
2017
Q1 | $4.07B | Sell |
46,369,741
-1,994,761
| -4% | -$176M | 1.91% | 4 |
|
|
2016
Q4 | $4.17B | Sell |
48,364,502
-6,471,399
| -12% | -$493M | 2.04% | 2 |
|
|
2016
Q3 | $3.65B | Sell |
54,835,901
-5,680,564
| -9% | -$370M | 1.78% | 6 |
|
|
2016
Q2 | $3.76B | Buy |
60,516,465
+1,331,994
| +2% | +$83.2M | 1.89% | 5 |
|
|
2016
Q1 | $3.5B | Buy |
59,184,471
+1,027,735
| +2% | +$60M | 1.82% | 6 |
|
|
2015
Q4 | $3.84B | Sell |
58,156,736
-473,904
| -0.8% | -$30.9M | 2.05% | 3 |
|
|
2015
Q3 | $3.57B | Sell |
58,630,640
-1,199,202
| -2% | -$78.5M | 2% | 4 |
|
|
2015
Q2 | $4.05B | Sell |
59,829,842
-1,008,191
| -2% | -$65.8M | 2.06% | 3 |
|
|
2015
Q1 | $3.69B | Buy |
60,838,033
+1,062,802
| +2% | +$62.9M | 1.86% | 5 |
|
|
2014
Q4 | $3.74B | Sell |
59,775,231
-1,639,730
| -3% | -$98.7M | 1.9% | 6 |
|
|
2014
Q3 | $3.7B | Sell |
61,414,961
-253,917
| -0.4% | -$14.8M | 1.96% | 6 |
|
|
2014
Q2 | $3.55B | Buy |
61,668,878
+2,687,956
| +5% | +$151M | 1.86% | 6 |
|
|
2014
Q1 | $3.58B | Buy |
58,980,922
+355,063
| +0.6% | +$20.5M | 1.96% | 6 |
|
|
2013
Q4 | $3.43B | Buy |
58,625,859
+3,116,692
| +6% | +$171M | 1.92% | 6 |
|
|
2013
Q3 | $2.87B | Buy |
55,509,167
+4,135,342
| +8% | +$222M | 1.78% | 7 |
|
|
2013
Q2 | $2.71B | Buy |
+51,373,825
| New | +$2.61B | 1.83% | 7 |
|
Other funds holding JPM
VCM
VPM
Massachusetts Financial Services's JPM Position: Q1 2026 in Review
Massachusetts Financial Services reduced its JPMorgan Chase (JPM) stake by 5.5% in Q1 2026, selling an estimated $260M and leaving 14,662,099 shares worth $4.33B. The position accounts for 1.46% of the portfolio, ranked #6.
Massachusetts Financial Services first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.77B in Q1 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Massachusetts Financial Services held 14,662,099 shares of JPMorgan Chase worth $4.33B as of Q1 2026.
- Massachusetts Financial Services sold 857,306 JPMorgan Chase shares in Q1 2026, an estimated $260M.
- JPMorgan Chase made up 1.46% of Massachusetts Financial Services's portfolio in Q1 2026, its #6 holding.
- Massachusetts Financial Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Massachusetts Financial Services's JPMorgan Chase position peaked at $5.77B in Q1 2024.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.