Essex Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Sell |
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|
2025
Q1 | $16.2M | Sell |
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|
2024
Q4 | $16.3M | Buy |
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|
2024
Q3 | $14.9M | Sell |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $12M | Buy |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $9.07M | Buy |
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|
2023
Q2 | $7.11M | Sell |
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|
2023
Q1 | $6.8M | Buy |
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|
2022
Q4 | $6.82M | Sell |
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|
2022
Q3 | $5.36M | Buy |
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|
2022
Q2 | $5.75M | Sell |
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|
2022
Q1 | $7.03M | Sell |
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|
2021
Q4 | $8.33M | Buy |
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|
2021
Q3 | $8.57M | Buy |
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|
2021
Q2 | $6.38M | Hold |
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|
2021
Q1 | $6.38M | Sell |
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|
2020
Q4 | $5.47M | Sell |
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|
2020
Q3 | $4.29M | Buy |
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|
2020
Q2 | $3.32M | Sell |
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|
2020
Q1 | $3.46M | Buy |
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|
2019
Q4 | $5.27M | Buy |
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|
2019
Q3 | $4.38M | Sell |
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|
2019
Q2 | $4.58M | Sell |
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|
2019
Q1 | $4.38M | Sell |
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|
2018
Q4 | $4.99M | Sell |
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|
2018
Q3 | $7M | Sell |
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|
2018
Q2 | $6.64M | Buy |
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|
2018
Q1 | $6.89M | Sell |
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|
2017
Q4 | $6.94M | Sell |
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|
2017
Q3 | $6.34M | Buy |
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|
2017
Q2 | $6M | Buy |
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|
2017
Q1 | $5.53M | Sell |
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|
2016
Q4 | $6.52M | Buy |
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|
2016
Q3 | $4.56M | Buy |
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|
2016
Q2 | $4.25M | Buy |
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|
2016
Q1 | $3.97M | Buy |
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|
2015
Q4 | $4.29M | Sell |
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|
2015
Q3 | $4.07M | Buy |
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|
2015
Q2 | $4.29M | Buy |
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|
2015
Q1 | $3.81M | Sell |
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|
2014
Q4 | $3.95M | Buy |
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|
2014
Q3 | $3.34M | Sell |
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|
2014
Q2 | $3.3M | Buy |
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|
2014
Q1 | $3.47M | Buy |
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|
2013
Q4 | $2.61M | Sell |
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|
2013
Q3 | $2.64K | Sell |
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|
2013
Q2 | $3.07M | Buy |
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