MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in JPM — Jpmorgan Chase & Co
CIK 912938
Boston, MA
Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,016,661,844
-$296,341,194 QoQ
Shares Held
12,270,986
-16.3% QoQ
Ownership
0.462%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#32
of 5,072 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 19%
None 3%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,731,996,169 across 14 Banks - Diversified names. JPM ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
12,270,986 | $4,016,661,844 | |
| 2 | UBS |
UBS Group AG
|
62,927,553 | $3,118,689,522 | |
| 3 | C |
Citigroup Inc
|
10,945,923 | $1,531,991,379 | |
| 4 | TD |
Toronto Dominion Bank
|
11,159,532 | $1,355,101,967 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
13,262,862 | $1,096,042,912 | |
| 6 | BAC |
Bank Of America Corp /De/
|
15,187,077 | $865,359,644 | |
| 7 | RY |
Royal Bank Of Canada
|
2,000,754 | $414,096,053 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,300,991 | $229,885,108 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,016,661,844 | 12,270,986 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $4,313,003,038 | 14,662,099 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,000,662,675 | 15,519,405 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,177,999,200 | 16,415,684 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,034,597,641 | 17,366,071 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,463,741,268 | 18,197,070 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,233,130,580 | 21,831,090 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,259,040,701 | 24,940,912 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,654,447,909 | 27,956,333 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,774,888,155 | 28,831,194 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,017,707,264 | 29,498,573 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,433,727,346 | 30,573,213 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,567,164,616 | 31,402,397 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,149,308,343 | 31,841,826 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,320,340,865 | 32,217,307 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,435,047,400 | 32,871,267 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,704,992,756 | 32,901,099 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,549,128,310 | 33,370,953 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $5,286,467,242 | 33,384,700 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,490,963,039 | 33,544,890 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,965,203,870 | 31,922,360 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,004,015,807 | 32,871,417 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,420,683,845 | 34,789,359 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $3,349,434,694 | 34,792,092 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,264,724,211 | 34,708,954 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $3,049,648,577 | 33,873,693 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||