NORTHEAST INVESTMENT MANAGEMENT

Position in JPM — Jpmorgan Chase & Co

CIK 1082215 BOSTON, MA

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$63,751,445

+$6,563,800 QoQ

Shares Held

194,762

+0.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.68%

of 13F equity value

Holder Rank

#526

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

NORTHEAST INVESTMENT MANAGEMENT holds $72,633,293 across 4 Banks - Diversified names. JPM ranks #1 (87.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	194,762	$63,751,445
2	BAC	Bank Of America Corp /De/	138,621	$7,898,624
3	WFC	Wells Fargo & Company/Mn	7,999	$661,037
4	C	Citigroup Inc	2,302	$322,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,751,445	194,762	+0.2%	Shares	Sole	2026-07-16
2026-03-31	$57,187,645	194,410	+0.3%	Shares	Sole	2026-04-21
2025-12-31	$62,484,902	193,920	-1.0%	Shares	Sole	2026-02-04
2025-09-30	$61,770,972	195,831	-0.7%	Shares	Sole	2025-11-07
2025-06-30	$57,190,835	197,271	-1.4%	Shares	Sole	2025-07-29
2025-03-31	$49,068,830	200,036	-0.9%	Shares	Sole	2025-04-15
2024-12-31	$48,386,662	201,855	-0.9%	Shares	Sole	2025-01-28
2024-09-30	$42,942,904	203,656	-0.2%	Shares	Sole	2024-10-29
2024-06-30	$41,285,715	204,122	-0.4%	Shares	Sole	2024-07-26
2024-03-31	$41,046,677	204,926	-0.6%	Shares	Sole	2024-05-01
2023-12-31	$35,058,460	206,105	-3.6%	Shares	Sole	2024-02-09
2023-09-30	$30,989,613	213,692	+4.9%	Shares	Sole	2023-11-08
2023-06-30	$29,624,528	203,689	-3.6%	Shares	Sole	2023-07-28
2023-03-31	$27,523,947	211,219	+1.0%	Shares	Sole	2023-04-28
2022-12-31	$28,057,474	209,228	+0.5%	Shares	Sole	2023-01-27
2022-09-30	$21,751,675	208,150	-2.0%	Shares	Sole	2022-10-28
2022-06-30	$23,908,792	212,315	-2.0%	Shares	Sole	2022-08-05
2022-03-31	$29,521,459	216,560	+1.0%	Shares	Sole	2022-05-04
2021-12-31	$33,941,214	214,343	+0.3%	Shares	Sole	2022-02-07
2021-09-30	$34,984,317	213,723	+0.9%	Shares	Sole	2021-11-08
2021-06-30	$32,934,506	211,743	+1.8%	Shares	Sole	2021-08-05
2021-03-31	$31,671,147	208,048	+0.6%	Shares	Sole	2021-05-11
2020-12-31	$26,276,424	206,787	+2.6%	Shares	Sole	2021-02-10
2020-09-30	$19,396,287	201,478	-0.7%	Shares	Sole	2020-11-13
2020-06-30	$19,083,363	202,885	+0.9%	Shares	Sole	2020-08-11
2020-03-31	$18,109,174	201,146	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.