Position in MSEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,434,325
-$201,292 QoQ
Shares Held
25,540
-18.7% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $811,603,824 across 12 Utilities - Regulated Water names. MSEX ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
5,012,560 | $659,552,633 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
2,753,727 | $105,495,278 | |
| 3 | AWR |
American States Water Co
|
257,020 | $21,237,559 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
465,846 | $13,742,457 | |
| 5 | CWT |
California Water Service Group
|
135,513 | $6,592,703 | |
| 6 | HTO |
H2o America
|
32,404 | $1,969,188 | |
| 7 | MSEX |
Middlesex Water Co
This page
|
25,540 | $1,434,325 | |
| 8 | ARTNA |
Artesian Resources Corp
|
28,906 | $982,514 |
All Filings in MSEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,434,325 | 25,540 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $1,635,617 | 31,424 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,419,118 | 28,146 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,911,082 | 35,312 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,150,293 | 39,688 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,562,867 | 55,583 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $4,871,429 | 92,560 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $2,102,224 | 32,223 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $2,484,072 | 47,533 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $2,879,046 | 54,839 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $3,958,064 | 60,318 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $2,745,398 | 41,440 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,834,955 | 35,147 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,160,344 | 40,455 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $2,263,258 | 28,801 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,792,477 | 36,172 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,961,751 | 22,374 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,357,945 | 60,454 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $7,999,106 | 66,493 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,050,615 | 10,222 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,023,960 | 24,764 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,825,832 | 35,761 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $6,119,800 | 84,446 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $3,176,672 | 51,113 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,244,188 | 48,291 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $3,588,261 | 59,685 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||