Massachusetts Wealth Management

Position in JPM — Jpmorgan Chase & Co

CIK 1966011 NORTH ANDOVER, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,679,168

+$665,067 QoQ

Shares Held

20,405

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.38%

of 13F equity value

Holder Rank

#1,827

of 5,058 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Massachusetts Wealth Management holds $22,242,592 across 6 Banks - Diversified names. JPM ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	51,265	$7,175,049
2	JPM	Jpmorgan Chase & Co This page	20,405	$6,679,168
3	BAC	Bank Of America Corp /De/	75,790	$4,318,514
4	WFC	Wells Fargo & Company/Mn	33,065	$2,732,491
5	UBS	UBS Group AG	21,080	$1,044,724
6	TD	Toronto Dominion Bank	2,410	$292,646

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,679,168	20,405	-0.2%	Shares	Sole	2026-08-03
2026-03-31	$6,014,101	20,445	+2.5%	Shares	Sole	2026-04-15
2025-12-31	$6,425,066	19,940	-2.2%	Shares	Sole	2026-01-26
2025-09-30	$6,428,147	20,379	0.0%	Shares	Sole	2025-10-21
2025-06-30	$5,908,075	20,379	-2.1%	Shares	Sole	2025-07-23
2025-03-31	$5,108,127	20,824	-3.1%	Shares	Sole	2025-04-17
2024-12-31	$5,152,326	21,494	-0.9%	Shares	Sole	2025-01-27
2024-09-30	$4,574,396	21,694	-1.1%	Shares	Sole	2024-10-23
2024-06-30	$4,436,370	21,934	+0.3%	Shares	Sole	2024-08-01
2024-03-31	$4,378,357	21,859	+0.6%	Shares	Sole	2024-04-19
2023-12-31	$3,694,401	21,719	+2.4%	Shares	Sole	2024-01-25
2023-09-30	$3,075,874	21,210	-0.9%	Shares	Sole	2023-10-25
2023-06-30	$3,113,870	21,410	+2.3%	Shares	Sole	2023-08-03
2023-03-31	$2,726,736	20,925	-5.2%	Shares	Sole	2023-04-27
2022-12-31	$2,960,257	22,075	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.