Position in NJR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$59,563,624
+$24,341,511 QoQ
Shares Held
1,062,877
+65.7% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 453 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $729,996,401 across 16 Utilities - Regulated Gas names. NJR ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
6,963,215 | $331,100,866 | |
| 2 | ATO |
Atmos Energy Corp
|
560,812 | $96,611,075 | |
| 3 | NJR |
New Jersey Resources Corp
This page
|
1,062,877 | $59,563,624 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
569,101 | $50,467,873 | |
| 5 | UGI |
Ugi Corp /Pa/
|
1,248,079 | $43,108,644 | |
| 6 | OGS |
ONE Gas, Inc.
|
465,930 | $35,909,221 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
421,165 | $31,334,673 | |
| 8 | SPH |
Suburban Propane Partners LP
|
1,431,306 | $24,475,332 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,563,624 | 1,062,877 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $35,222,113 | 641,335 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $27,765,804 | 602,034 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $33,085,063 | 687,125 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $30,033,431 | 670,090 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $31,542,778 | 642,943 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $31,887,929 | 683,557 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $28,754,189 | 609,199 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $22,329,808 | 522,457 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $22,928,141 | 534,331 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $21,841,122 | 489,931 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $19,853,116 | 488,632 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $28,015,274 | 593,544 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $44,146,794 | 829,827 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $40,490,019 | 816,031 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $34,116,487 | 881,563 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $38,784,514 | 870,975 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $44,850,665 | 977,991 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $41,716,959 | 1,016,000 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $19,495,059 | 560,042 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $25,793,188 | 651,837 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $20,988,123 | 526,414 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $24,593,878 | 691,811 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $13,243,257 | 490,128 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $16,014,954 | 490,504 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $16,721,287 | 492,237 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||