Massachusetts Financial Services
JPM icon

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.