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New England Asset Management’s JPMorgan Chase JPM Stock Holding History

New England Asset 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
Q1 		$12.6M Sell
42,843
-157
-0.4% -$47.6K 1.6% 12
2025
Q4 		$13.9M Sell
43,000
-2,180
-5% -$675K 1.81% 10
2025
Q3 		$14.3M Hold
45,180
– – 1.86% 10
2025
Q2 		$13.1M Buy
45,180
+195
+0.4% +$49.8K 2.04% 8
2025
Q1 		$11M Sell
44,985
-2,725
-6% -$695K 1.79% 8
2024
Q4 		$11.4M Sell
47,710
-10,410
-18% -$2.42M 1.95% 8
2024
Q3 		$12.3M Sell
58,120
-245
-0.4% -$51.6K 1.91% 7
2024
Q2 		$11.8M Sell
58,365
-6,010
-9% -$1.17M 1.96% 7
2024
Q1 		$12.9M Sell
64,375
-715
-1% -$129K 2% 7
2023
Q4 		$11.1M Sell
65,090
-27,700
-30% -$4.2M 1.78% 10
2023
Q3 		$13.5M Sell
92,790
-5,552
-6% -$832K 2.21% 6
2023
Q2 		$14.3M Hold
98,342
– – 2.07% 8
2023
Q1 		$12.8M Sell
98,342
-6,810
-6% -$933K 1.91% 8
2022
Q4 		$14.1M Sell
105,152
-1,649
-2% -$209K 0.26% 13
2022
Q3 		$11.2M Buy
106,801
+6,904
+7% +$792K 0.19% 14
2022
Q2 		$11.2M Buy
99,897
+1,300
+1% +$161K 0.19% 18
2022
Q1 		$13.4M Buy
98,597
+2,170
+2% +$320K 0.21% 13
2021
Q4 		$15.3M Buy
96,427
+4,675
+5% +$768K 0.23% 13
2021
Q3 		$15M Buy
91,752
+4,230
+5% +$663K 0.26% 11
2021
Q2 		$13.6M Buy
87,522
+1,950
+2% +$306K 0.25% 12
2021
Q1 		$13M Buy
85,572
+1,200
+1% +$173K 0.26% 14
2020
Q4 		$10.7M Buy
84,372
+1,400
+2% +$156K 0.22% 14
2020
Q3 		$7.99M Sell
82,972
-1,700
-2% -$167K 0.19% 17
2020
Q2 		$7.96M Sell
84,672
-549,900
-87% -$52.2M 0.2% 16
2020
Q1 		$57.1M Buy
634,572
+4,180
+0.7% +$508K 1.37% 9
2019
Q4 		$87.9M Sell
630,392
-900
-0.1% -$115K 1.43% 8
2019
Q3 		$74.3M Sell
631,292
-3,450
-0.5% -$390K 1.37% 9
2019
Q2 		$71M Sell
634,742
-3,106
-0.5% -$342K 1.39% 9
2019
Q1 		$64.6M Buy
637,848
+3,810
+0.6% +$393K 1.24% 10
2018
Q4 		$61.9M Buy
634,038
+2,250
+0.4% +$240K 1.3% 10
2018
Q3 		$71.3M Buy
631,788
+545,310
+631% +$61.9M 1.22% 11
2018
Q2 		$9.01M Sell
86,478
-3,230
-4% -$354K 0.16% 16
2018
Q1 		$9.87M Buy
89,708
+2,300
+3% +$260K 0.18% 14
2017
Q4 		$9.35M Sell
87,408
-3,500
-4% -$354K 0.2% 16
2017
Q3 		$8.68M Buy
90,908
+200
+0.2% +$18.4K 0.2% 16
2017
Q2 		$8.29M Sell
90,708
-8,400
-8% -$725K 0.26% 13
2017
Q1 		$8.71M Buy
99,108
+6,300
+7% +$556K 0.14% 17
2016
Q4 		$8.01M Buy
92,808
+4,100
+5% +$313K 0.22% 15
2016
Q3 		$5.91M Buy
88,708
+2,400
+3% +$156K 0.22% 19
2016
Q2 		$5.36M Sell
86,308
-1,100
-1% -$68.7K 0.19% 19
2016
Q1 		$5.18M Sell
87,408
-10,106
-10% -$590K 0.16% 19
2015
Q4 		$6.44M Sell
97,514
-20,400
-17% -$1.33M 0.16% 19
2015
Q3 		$7.19M Sell
117,914
-8,000
-6% -$524K 0.18% 18
2015
Q2 		$8.53M Sell
125,914
-1,800
-1% -$118K 0.21% 17
2015
Q1 		$7.74M Buy
127,714
+14,314
+13% +$848K 0.19% 20
2014
Q4 		$7.1M Sell
113,400
-120,700
-52% -$7.26M 0.17% 23
2014
Q3 		$14.1M Sell
234,100
-12,900
-5% -$754K 0.34% 17
2014
Q2 		$14.2M Buy
247,000
+8,900
+4% +$500K 0.34% 16
2014
Q1 		$14.5M Sell
238,100
-1,300
-0.5% -$75.1K 0.36% 16
2013
Q4 		$14M Hold
239,400
– – 0.36% 16
2013
Q3 		$12.4M Buy
239,400
+8,000
+3% +$429K 0.36% 16
2013
Q2 		$12.2M Buy
+231,400
New +$11.8M 0.37% 19

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

New England Asset Management's JPM Position: Q1 2026 in Review

New England Asset Management reduced its JPMorgan Chase (JPM) stake by 0.37% in Q1 2026, selling an estimated $47.6K and leaving 42,843 shares worth $12.6M. The position accounts for 1.6% of the portfolio, ranked #12.

New England Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $87.9M in Q4 2019. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • New England Asset Management held 42,843 shares of JPMorgan Chase worth $12.6M as of Q1 2026.
  • New England Asset Management sold 157 JPMorgan Chase shares in Q1 2026, an estimated $47.6K.
  • JPMorgan Chase made up 1.6% of New England Asset Management's portfolio in Q1 2026, its #12 holding.
  • New England Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • New England Asset Management's JPMorgan Chase position peaked at $87.9M in Q4 2019.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on New England Asset Management's 13F filing for Q1 2026, filed 15 May 2026.