Massachusetts Financial Services’s JPMorgan Chase JPM Stock Holding History

Massachusetts Financial Services’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-453,629	Closed	-$30.2M	–	880
2016 Q3	$30.2M	Buy	+453,629	New	+$29.6M	0.01%	451

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services's JPM Position: Q2 2026 in Review

Massachusetts Financial Services reduced its JPMorgan Chase (JPM) stake by 16% in Q2 2026, selling an estimated $743M and leaving 12,270,986 shares worth $4.03B. The position accounts for 1.28% of the portfolio, ranked #9.

Massachusetts Financial Services first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.77B in Q1 2024. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Massachusetts Financial Services held 12,270,986 shares of JPMorgan Chase worth $4.03B as of Q2 2026.
Massachusetts Financial Services sold 2,391,113 JPMorgan Chase shares in Q2 2026, an estimated $743M.
JPMorgan Chase made up 1.28% of Massachusetts Financial Services's portfolio in Q2 2026, its #9 holding.
Massachusetts Financial Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Massachusetts Financial Services's JPMorgan Chase position peaked at $5.77B in Q1 2024.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.