Ipswich Investment Management Co., Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1463753 BEVERLY, MA

Position in JPM

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

Position Value

$14,181,899

+$984,117 QoQ

Shares Held

43,326

-3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.38%

of 13F equity value

Holder Rank

#1,194

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ipswich Investment Management Co., Inc. holds $17,922,904 across 4 Banks - Diversified names. JPM ranks #1 (79.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	43,326	$14,181,899
2	BNS	Bank Of Nova Scotia	29,672	$2,576,716
3	BMO	Bank Of Montreal /Can/	4,810	$849,927
4	WFC	Wells Fargo & Company/Mn	3,804	$314,362

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,181,899	43,326	-3.4%	Shares	Sole	2026-07-16
2026-03-31	$13,197,782	44,866	-0.5%	Shares	Sole	2026-04-10
2025-12-31	$14,529,866	45,093	-0.9%	Shares	Sole	2026-01-16
2025-09-30	$14,350,803	45,496	-0.1%	Shares	Sole	2025-10-08
2025-06-30	$13,200,182	45,532	+1.5%	Shares	Sole	2025-07-16
2025-03-31	$11,006,365	44,869	-0.6%	Shares	Sole	2025-04-16
2024-12-31	$10,824,105	45,155	-0.3%	Shares	Sole	2025-02-03
2024-09-30	$9,547,319	45,278	-0.2%	Shares	Sole	2024-11-06
2024-06-30	$9,172,693	45,351	-0.4%	Shares	Sole	2024-07-16
2024-03-31	$9,122,463	45,544	+0.6%	Shares	Sole	2024-04-19
2023-12-31	$7,699,916	45,267	-0.4%	Shares	Sole	2024-01-31
2023-09-30	$6,588,983	45,435	+0.9%	Shares	Sole	2023-11-08
2023-06-30	$6,549,308	45,031	-0.2%	Shares	Sole	2023-07-27
2023-03-31	$5,877,502	45,104	-0.6%	Shares	Sole	2023-04-24
2022-12-31	$6,083,044	45,362	-3.6%	Shares	Sole	2023-02-01
2022-09-30	$4,915,366	47,037	-3.9%	Shares	Sole	2022-10-11
2022-06-30	$5,511,246	48,941	-6.7%	Shares	Sole	2022-07-26
2022-03-31	$7,148,211	52,437	+1.4%	Shares	Sole	2022-04-25
2021-12-31	$8,189,070	51,715	-0.5%	Shares	Sole	2022-01-24
2021-09-30	$8,507,460	51,973	+8.8%	Shares	Sole	2021-10-07
2021-06-30	$7,433,412	47,791	+4.8%	Shares	Sole	2021-08-05
2021-03-31	$6,939,404	45,585	+1.5%	Shares	Sole	2021-04-09
2020-12-31	$5,709,382	44,931	-6.7%	Shares	Sole	2021-02-05
2020-09-30	$4,635,978	48,156	-8.3%	Shares	Sole	2020-10-06
2020-06-30	$4,937,491	52,493	-2.5%	Shares	Sole	2020-07-09
2020-03-31	$4,844,784	53,813	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.