New England Research & Management, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1596077 CHICAGO, IL

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,046,139

-$5,921 QoQ

Shares Held

6,251

-10.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#2,951

of 5,058 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

New England Research & Management, Inc. holds $6,795,131 across 5 Banks - Diversified names. JPM ranks #1 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,251	$2,046,139
2	C	Citigroup Inc	13,452	$1,882,741
3	RY	Royal Bank Of Canada	7,100	$1,469,487
4	WFC	Wells Fargo & Company/Mn	13,927	$1,150,927
5	BNY	Bank of New York Mellon Corp	1,700	$245,837

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,046,139	6,251	-10.4%	Shares	Sole	2026-07-09
2026-03-31	$2,052,060	6,976	+540.6%	Shares	Sole	2026-05-07
2025-12-31	$350,897	1,089	0.0%	Shares	Sole	2026-01-07
2025-09-30	$343,503	1,089	0.0%	Shares	Sole	2025-10-06
2025-06-30	$315,711	1,089	+2.3%	Shares	Sole	2025-07-09
2025-03-31	$261,244	1,065	0.0%	Shares	Sole	2025-04-16
2024-12-31	$255,291	1,065	0.0%	Shares	Sole	2025-01-23
2024-09-30	$224,565	1,065	0.0%	Shares	Sole	2024-10-07
2024-06-30	$215,406	1,065	-79.1%	Shares	Sole	2024-07-09
2022-12-31	$683,641	5,098	-34.9%	Shares	Sole	2023-01-09
2022-09-30	$818,757	7,835	-2.8%	Shares	Sole	2022-10-06
2022-06-30	$907,636	8,060	0.0%	Shares	Sole	2022-07-20
2022-03-31	$1,098,739	8,060	+262.6%	Shares	Sole	2022-04-20
2021-12-31	$352,012	2,223	+2.3%	Shares	Sole	2022-01-05
2020-12-31	$276,123	2,173	-17.2%	Shares	Sole	2021-01-07
2020-09-30	$252,516	2,623	-34.8%	Shares	Sole	2020-10-08
2020-06-30	$378,403	4,023	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.