SEC 13F Intelligence

Massachusetts Wealth Management / JPM

Massachusetts Wealth Management’s Jpmorgan Chase & Co Position

Does Massachusetts Wealth Management own Jpmorgan Chase & Co (JPM)? Yes — 20.4K shares worth $6M (+2.61% of its 13F portfolio) as of Q1 2026, up from 19.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
20.4K
% of Portfolio
+2.61%
Quarters Held
14
currently held

Position History JPM

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.4K$6M+2.61%
Q4 202519.9K$6M+2.99%
Q3 202520.4K$6M+3.19%
Q2 202520.4K$6M+3.33%
Q1 202520.8K$5M+3.50%
Q4 202421.5K$5M+3.18%
Q3 202421.7K$5M+2.88%
Q2 202421.9K$4M+2.98%
Q1 202421.9K$4M+3.09%
Q4 202321.7K$4M+2.98%
Q3 202321.2K$3M+2.82%
Q2 202321.4K$3M+2.98%
Q1 202320.9K$3M+2.81%
Q4 202222.1K$3M+2.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Massachusetts Wealth Management’s full portfolio or all institutional holders of JPM.