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Disclosery

Massachusetts Wealth Management: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Massachusetts Wealth Management on JPM, newest first. How the timeline and the estimate are built.

Massachusetts Wealth Management held 20,405 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,405 shares
    Change vs previous 13F -40 shares

    2.54% of the 13F portfolio, value $6,679,169.

    13F-HR 0001966011-26-000004 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,445 shares
    Change vs previous 13F +505 shares

    2.61% of the 13F portfolio, value $6,014,101.

    13F-HR 0001966011-26-000002 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,940 shares
    Change vs previous 13F -439 shares

    2.99% of the 13F portfolio, value $6,425,067.

    13F-HR 0001966011-26-000001 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,379 shares
    Change vs previous 13F 0 shares

    3.19% of the 13F portfolio, value $6,428,148.

    13F-HR 0001966011-25-000002 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,379 shares
    Change vs previous 13F -445 shares

    3.33% of the 13F portfolio, value $5,908,076.

    13F-HR 0001085146-25-004083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,824 shares
    Change vs previous 13F -670 shares

    3.5% of the 13F portfolio, value $5,108,127.

    13F-HR 0001085146-25-002134 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,494 shares
    Change vs previous 13F -200 shares

    3.18% of the 13F portfolio, value $5,152,327.

    13F-HR 0001085146-25-000507 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,694 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $4,574,397.

    13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).