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New England Research & Management’s JPMorgan Chase JPM Stock Holding History

New England Research & 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 		$2.05M Sell
6,251
-725
-10% -$225K 0.8% 37
2026
Q1 		$2.05M Buy
6,976
+5,887
+541% +$1.79M 0.87% 42
2025
Q4 		$351K Hold
1,089
– – 0.15% 122
2025
Q3 		$344K Hold
1,089
– – 0.16% 126
2025
Q2 		$316K Buy
1,089
+24
+2% +$6.13K 0.15% 129
2025
Q1 		$261K Hold
1,065
– – 0.13% 134
2024
Q4 		$255K Hold
1,065
– – 0.13% 132
2024
Q3 		$225K Hold
1,065
– – 0.11% 147
2024
Q2 		$215K Buy
+1,065
New +$208K 0.1% 162
2023
Q1 		– Sell
-5,098
Closed -$684K – 162
2022
Q4 		$684K Sell
5,098
-2,737
-35% -$347K 0.39% 90
2022
Q3 		$819K Sell
7,835
-225
-3% -$25.8K 0.52% 70
2022
Q2 		$908K Hold
8,060
– – 0.53% 69
2022
Q1 		$1.1M Buy
8,060
+5,837
+263% +$862K 0.57% 61
2021
Q4 		$352K Buy
+2,223
New +$365K 0.17% 137
2021
Q1 		– Sell
-2,173
Closed -$276K – 182
2020
Q4 		$276K Sell
2,173
-450
-17% -$50.3K 0.17% 137
2020
Q3 		$253K Sell
2,623
-1,400
-35% -$137K 0.18% 122
2020
Q2 		$378K Buy
+4,023
New +$382K 0.27% 108
2020
Q1 		– Sell
-2,658
Closed -$371K – 154
2019
Q4 		$371K Sell
2,658
-100
-4% -$12.8K 0.25% 117
2019
Q3 		$325K Sell
2,758
-4,700
-63% -$532K 0.24% 123
2019
Q2 		$834K Sell
7,458
-600
-7% -$66.2K 0.57% 61
2019
Q1 		$816K Buy
8,058
+100
+1% +$10.3K 0.55% 68
2018
Q4 		$777K Buy
+7,958
New +$848K 0.61% 58
2018
Q3 		– Sell
-1,996
Closed -$208K – 169
2018
Q2 		$208K Buy
+1,996
New +$219K 0.14% 158
2015
Q1 		– Sell
-4,400
Closed -$275K – 172
2014
Q4 		$275K Buy
+4,400
New +$265K 0.24% 145

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

New England Research & Management's JPM Position: Q2 2026 in Review

New England Research & Management reduced its JPMorgan Chase (JPM) stake by 10% in Q2 2026, selling an estimated $225K and leaving 6,251 shares worth $2.05M. The position accounts for 0.8% of the portfolio, ranked #37.

New England Research & Management first reported a position in JPM in Q4 2014 and has held it in 24 quarters since. The position peaked at $2.05M in Q1 2026. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • New England Research & Management held 6,251 shares of JPMorgan Chase worth $2.05M as of Q2 2026.
  • New England Research & Management sold 725 JPMorgan Chase shares in Q2 2026, an estimated $225K.
  • JPMorgan Chase made up 0.8% of New England Research & Management's portfolio in Q2 2026, its #37 holding.
  • New England Research & Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 24 quarters since.
  • New England Research & Management's JPMorgan Chase position peaked at $2.05M in Q1 2026.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.