Position in WTRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$105,495,278
-$37,901,299 QoQ
Shares Held
2,753,727
-26.3% QoQ
Ownership
0.970%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 691 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $812,762,041 across 13 Utilities - Regulated Water names. WTRG ranks #2 (13.0% 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.
This page
|
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
|
25,540 | $1,434,325 | |
| 8 | CDZI |
Cadiz Inc
|
277,086 | $1,158,217 |
All Filings in WTRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,495,278 | 2,753,727 | Shares | Other | 2026-08-12 | |
| 2025-12-31 | $143,396,577 | 3,738,180 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $162,469,960 | 4,071,929 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $21,993,075 | 592,167 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $38,760,463 | 980,533 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $21,145,098 | 582,189 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $36,795,156 | 953,984 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $26,761,424 | 716,888 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $25,039,457 | 675,829 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $25,009,999 | 669,612 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $29,084,715 | 847,210 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,743,383 | 970,769 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $28,355,994 | 649,622 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $22,431,568 | 469,968 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,610,876 | 498,088 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $23,495,555 | 512,444 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $27,865,897 | 545,001 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $31,331,816 | 583,569 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $23,598,531 | 512,121 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $25,581,988 | 559,781 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $30,375,984 | 678,793 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $25,508,552 | 539,407 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $17,561,555 | 436,312 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $12,642,260 | 299,296 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $9,090,546 | 223,355 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||