Position in AWR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$18,725,851
-$314,061 QoQ
Shares Held
247,631
-5.7% QoQ
Ownership
0.632%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $398,830,992 across 13 Utilities - Regulated Water names. AWR ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,920,470 | $261,356,753 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
2,191,979 | $88,270,989 | |
| 3 | AWR |
American States Water Co
This page
|
247,631 | $18,725,851 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
497,020 | $16,461,301 | |
| 5 | CWT |
California Water Service Group
|
151,087 | $6,850,281 | |
| 6 | HTO |
H2o America
|
35,284 | $2,070,110 | |
| 7 | MSEX |
Middlesex Water Co
|
31,424 | $1,635,617 | |
| 8 | CDZI |
Cadiz Inc
|
273,622 | $1,343,482 |
All Filings in AWR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,725,851 | 247,631 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $19,039,912 | 262,692 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $23,695,700 | 323,182 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $19,996,066 | 260,841 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $22,695,321 | 288,451 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $27,249,871 | 350,616 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $22,293,813 | 267,665 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $19,764,724 | 272,354 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $26,018,678 | 360,170 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $26,571,730 | 330,412 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $25,263,989 | 321,098 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $29,495,262 | 339,026 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $25,095,865 | 282,325 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $22,221,530 | 240,103 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $23,962,918 | 307,414 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $24,934,151 | 305,903 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $43,885,077 | 492,980 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $52,907,593 | 511,481 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $40,002,406 | 467,755 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $33,707,183 | 423,670 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $13,280,985 | 175,628 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $11,967,443 | 150,515 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $11,172,944 | 149,072 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $17,380,765 | 221,045 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $39,056,839 | 477,818 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||