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Massachusetts Wealth Management’s JPMorgan Chase JPM Stock Holding History

Massachusetts Wealth Management’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
2026
Q2 		$6.68M Sell
20,405
-40
-0.2% -$12.4K 2.54% 7
2026
Q1 		$6.01M Buy
20,445
+505
+3% +$153K 2.61% 5
2025
Q4 		$6.43M Sell
19,940
-439
-2% -$136K 2.99% 3
2025
Q3 		$6.43M Hold
20,379
– – 3.19% 2
2025
Q2 		$5.91M Sell
20,379
-445
-2% -$114K 3.33% 2
2025
Q1 		$5.11M Sell
20,824
-670
-3% -$171K 3.5% 2
2024
Q4 		$5.15M Sell
21,494
-200
-0.9% -$46.6K 3.18% 3
2024
Q3 		$4.57M Sell
21,694
-240
-1% -$50.6K 2.88% 4
2024
Q2 		$4.44M Buy
21,934
+75
+0.3% +$14.7K 2.98% 4
2024
Q1 		$4.38M Buy
21,859
+140
+0.6% +$25.3K 3.09% 2
2023
Q4 		$3.69M Buy
21,719
+509
+2% +$77.1K 2.98% 3
2023
Q3 		$3.08M Sell
21,210
-200
-0.9% -$30K 2.82% 7
2023
Q2 		$3.11M Buy
21,410
+485
+2% +$66.7K 2.98% 7
2023
Q1 		$2.73M Sell
20,925
-1,150
-5% -$158K 2.81% 7
2022
Q4 		$3.09M Buy
+22,075
New +$2.8M 2.98% 6

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Wealth Management's JPM Position: Q2 2026 in Review

Massachusetts Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.2% in Q2 2026, selling an estimated $12.4K and leaving 20,405 shares worth $6.68M. The position accounts for 2.54% of the portfolio, ranked #7.

Massachusetts Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 3,159 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Massachusetts Wealth Management held 20,405 shares of JPMorgan Chase worth $6.68M as of Q2 2026.
  • Massachusetts Wealth Management sold 40 JPMorgan Chase shares in Q2 2026, an estimated $12.4K.
  • JPMorgan Chase made up 2.54% of Massachusetts Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Massachusetts Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 3,159 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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