EFSCE
Enterprise Financial Services Corp (EFSC)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
16,258
+278
| +2% | +$80.6K | 2.52% | 9 |
|
|
2025
Q1 | $3.92M | Sell |
15,980
-163
| -1% | -$40K | 2.32% | 7 |
|
|
2024
Q4 | $3.87M | Buy |
16,143
+220
| +1% | +$52.7K | 2.15% | 8 |
|
|
2024
Q3 | $3.36M | Sell |
15,923
-411
| -3% | -$86.7K | 1.96% | 9 |
|
|
2024
Q2 | $3.3M | Sell |
16,334
-182
| -1% | -$36.8K | 2.03% | 9 |
|
|
2024
Q1 | $3.31M | Sell |
16,516
-1,365
| -8% | -$273K | 1.99% | 8 |
|
|
2023
Q4 | $3.04M | Sell |
17,881
-172
| -1% | -$29.3K | 1.85% | 8 |
|
|
2023
Q3 | $2.62M | Buy |
18,053
+8
| +0% | +$1.16K | 1.81% | 9 |
|
|
2023
Q2 | $2.62M | Sell |
18,045
-320
| -2% | -$46.5K | 1.67% | 10 |
|
|
2023
Q1 | $2.39M | Sell |
18,365
-1,914
| -9% | -$249K | 1.56% | 10 |
|
|
2022
Q4 | $2.72M | Sell |
20,279
-613
| -3% | -$82.2K | 1.88% | 8 |
|
|
2022
Q3 | $2.18M | Buy |
20,892
+127
| +0.6% | +$13.3K | 1.63% | 11 |
|
|
2022
Q2 | $2.34M | Sell |
20,765
-219
| -1% | -$24.7K | 0.46% | 50 |
|
|
2022
Q1 | $2.86M | Sell |
20,984
-3,250
| -13% | -$443K | 0.47% | 49 |
|
|
2021
Q4 | $3.84M | Sell |
24,234
-27,369
| -53% | -$4.33M | 0.59% | 43 |
|
|
2021
Q3 | $8.45M | Buy |
51,603
+17,820
| +53% | +$2.92M | 1.09% | 23 |
|
|
2021
Q2 | $5.26M | Buy |
33,783
+109
| +0.3% | +$17K | 0.84% | 30 |
|
|
2021
Q1 | $5.13M | Buy |
33,674
+2,016
| +6% | +$307K | 0.91% | 28 |
|
|
2020
Q4 | $4.02M | Buy |
31,658
+90
| +0.3% | +$11.4K | 0.76% | 31 |
|
|
2020
Q3 | $3.04M | Sell |
31,568
-4,456
| -12% | -$429K | 0.63% | 34 |
|
|
2020
Q2 | $3.39M | Sell |
36,024
-1,495
| -4% | -$141K | 0.73% | 29 |
|
|
2020
Q1 | $3.38M | Sell |
37,519
-746
| -2% | -$67.1K | 0.85% | 27 |
|
|
2019
Q4 | $5.33M | Sell |
38,265
-1,308
| -3% | -$182K | 1.16% | 18 |
|
|
2019
Q3 | $4.66M | Sell |
39,573
-3,938
| -9% | -$463K | 1.06% | 22 |
|
|
2019
Q2 | $4.86M | Sell |
43,511
-503
| -1% | -$56.2K | 1.06% | 22 |
|
|
2019
Q1 | $4.46M | Buy |
44,014
+27,193
| +162% | +$2.75M | 0.97% | 24 |
|
|
2018
Q4 | $1.64M | Sell |
16,821
-328
| -2% | -$32K | 1.04% | 18 |
|
|
2018
Q3 | $1.94M | Sell |
17,149
-1,956
| -10% | -$221K | 1.01% | 19 |
|
|
2018
Q2 | $1.99M | Sell |
19,105
-244
| -1% | -$25.4K | 1.01% | 17 |
|
|
2018
Q1 | $2.13M | Sell |
19,349
-508
| -3% | -$55.9K | 1.1% | 16 |
|
|
2017
Q4 | $2.12M | Buy |
19,857
+1,114
| +6% | +$119K | 1.03% | 18 |
|
|
2017
Q3 | $1.79M | Sell |
18,743
-16
| -0.1% | -$1.53K | 0.89% | 22 |
|
|
2017
Q2 | $1.72M | Sell |
18,759
-1,623
| -8% | -$148K | 0.86% | 24 |
|
|
2017
Q1 | $1.79M | Sell |
20,382
-130
| -0.6% | -$11.4K | 0.88% | 23 |
|
|
2016
Q4 | $1.77M | Buy |
20,512
+39
| +0.2% | +$3.37K | 0.89% | 21 |
|
|
2016
Q3 | $1.36M | Buy |
20,473
+309
| +2% | +$20.6K | 0.77% | 26 |
|
|
2016
Q2 | $1.25M | Buy |
20,164
+665
| +3% | +$41.3K | 0.74% | 28 |
|
|
2016
Q1 | $1.15M | Sell |
19,499
-1,272
| -6% | -$75.3K | 0.7% | 26 |
|
|
2015
Q4 | $1.37M | Buy |
20,771
+1,266
| +6% | +$83.6K | 0.81% | 23 |
|
|
2015
Q3 | $1.19M | Buy |
19,505
+24
| +0.1% | +$1.46K | 0.76% | 26 |
|
|
2015
Q2 | $1.32M | Buy |
19,481
+479
| +3% | +$32.5K | 0.78% | 24 |
|
|
2015
Q1 | $1.15M | Sell |
19,002
-48
| -0.3% | -$2.91K | 0.68% | 30 |
|
|
2014
Q4 | $1.19M | Buy |
19,050
+216
| +1% | +$13.5K | 0.72% | 24 |
|
|
2014
Q3 | $1.13M | Sell |
18,834
-567
| -3% | -$34.1K | 0.72% | 26 |
|
|
2014
Q2 | $1.12M | Buy |
19,401
+350
| +2% | +$20.2K | 0.67% | 28 |
|
|
2014
Q1 | $1.16M | Buy |
19,051
+64
| +0.3% | +$3.89K | 0.71% | 26 |
|
|
2013
Q4 | $1.11M | Buy |
18,987
+3,370
| +22% | +$197K | 0.64% | 28 |
|
|
2013
Q3 | $807K | Sell |
15,617
-396
| -2% | -$20.5K | 0.51% | 34 |
|
|
2013
Q2 | $845K | Buy |
+16,013
| New | +$845K | 0.58% | 31 |
|