EFS
Essex Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Sell |
65,511
-727
| -1% | -$211K | 1.25% | 13 |
|
|
2025
Q1 | $16.2M | Sell |
66,238
-1,950
| -3% | -$478K | 1.17% | 16 |
|
|
2024
Q4 | $16.3M | Buy |
68,188
+1,596
| +2% | +$383K | 1.15% | 16 |
|
|
2024
Q3 | $14.9M | Sell |
66,592
-7,115
| -10% | -$1.59M | 1.07% | 18 |
|
|
2024
Q2 | $15M | Buy |
73,707
+13,849
| +23% | +$2.83M | 1.12% | 17 |
|
|
2024
Q1 | $12M | Buy |
59,858
+395
| +0.7% | +$79.1K | 1.11% | 19 |
|
|
2023
Q4 | $10.1M | Sell |
59,463
-3,081
| -5% | -$524K | 1.05% | 18 |
|
|
2023
Q3 | $9.07M | Buy |
62,544
+13,637
| +28% | +$1.98M | 1.05% | 19 |
|
|
2023
Q2 | $7.11M | Sell |
48,907
-3,267
| -6% | -$475K | 0.81% | 24 |
|
|
2023
Q1 | $6.8M | Buy |
52,174
+1,288
| +3% | +$168K | 0.72% | 26 |
|
|
2022
Q4 | $6.82M | Sell |
50,886
-439
| -0.9% | -$58.9K | 0.72% | 28 |
|
|
2022
Q3 | $5.36M | Buy |
51,325
+301
| +0.6% | +$31.5K | 0.64% | 33 |
|
|
2022
Q2 | $5.75M | Sell |
51,024
-522
| -1% | -$58.8K | 0.64% | 37 |
|
|
2022
Q1 | $7.03M | Sell |
51,546
-1,072
| -2% | -$146K | 0.67% | 34 |
|
|
2021
Q4 | $8.33M | Buy |
52,618
+236
| +0.5% | +$37.4K | 0.82% | 21 |
|
|
2021
Q3 | $8.57M | Buy |
52,382
+10,493
| +25% | +$1.72M | 0.98% | 15 |
|
|
2021
Q2 | $6.38M | Hold |
41,889
| – | – | 0.92% | 17 |
|
|
2021
Q1 | $6.38M | Sell |
41,889
-1,139
| -3% | -$173K | 1.14% | 15 |
|
|
2020
Q4 | $5.47M | Sell |
43,028
-1,555
| -3% | -$198K | 1.08% | 18 |
|
|
2020
Q3 | $4.29M | Buy |
44,583
+9,301
| +26% | +$895K | 1.05% | 15 |
|
|
2020
Q2 | $3.32M | Sell |
35,282
-3,130
| -8% | -$294K | 1.02% | 19 |
|
|
2020
Q1 | $3.46M | Buy |
38,412
+578
| +2% | +$52K | 1.23% | 15 |
|
|
2019
Q4 | $5.27M | Buy |
37,834
+659
| +2% | +$91.9K | 1.45% | 11 |
|
|
2019
Q3 | $4.38M | Sell |
37,175
-3,809
| -9% | -$448K | 1.41% | 13 |
|
|
2019
Q2 | $4.58M | Sell |
40,984
-2,312
| -5% | -$258K | 1.35% | 17 |
|
|
2019
Q1 | $4.38M | Sell |
43,296
-7,788
| -15% | -$788K | 1.32% | 18 |
|
|
2018
Q4 | $4.99M | Sell |
51,084
-10,951
| -18% | -$1.07M | 1.53% | 14 |
|
|
2018
Q3 | $7M | Sell |
62,035
-1,678
| -3% | -$189K | 1.54% | 13 |
|
|
2018
Q2 | $6.64M | Buy |
63,713
+1,055
| +2% | +$110K | 1.6% | 12 |
|
|
2018
Q1 | $6.89M | Sell |
62,658
-2,270
| -3% | -$250K | 1.35% | 13 |
|
|
2017
Q4 | $6.94M | Sell |
64,928
-1,477
| -2% | -$158K | 1.65% | 11 |
|
|
2017
Q3 | $6.34M | Buy |
66,405
+703
| +1% | +$67.1K | 1.56% | 11 |
|
|
2017
Q2 | $6.01M | Buy |
65,702
+2,766
| +4% | +$253K | 1.27% | 12 |
|
|
2017
Q1 | $5.53M | Sell |
62,936
-12,574
| -17% | -$1.1M | 1.27% | 16 |
|
|
2016
Q4 | $6.52M | Buy |
75,510
+7,013
| +10% | +$605K | 1.4% | 13 |
|
|
2016
Q3 | $4.56M | Buy |
68,497
+171
| +0.3% | +$11.4K | 1.09% | 18 |
|
|
2016
Q2 | $4.25M | Buy |
68,326
+1,358
| +2% | +$84.4K | 1.03% | 19 |
|
|
2016
Q1 | $3.97M | Buy |
66,968
+2,031
| +3% | +$120K | 0.98% | 25 |
|
|
2015
Q4 | $4.29M | Sell |
64,937
-1,777
| -3% | -$117K | 1.03% | 21 |
|
|
2015
Q3 | $4.07M | Buy |
66,714
+3,398
| +5% | +$207K | 1.06% | 20 |
|
|
2015
Q2 | $4.29M | Buy |
63,316
+369
| +0.6% | +$25K | 1.1% | 15 |
|
|
2015
Q1 | $3.81M | Sell |
62,947
-201
| -0.3% | -$12.2K | 0.98% | 19 |
|
|
2014
Q4 | $3.95M | Buy |
63,148
+7,714
| +14% | +$483K | 1.03% | 19 |
|
|
2014
Q3 | $3.34M | Sell |
55,434
-1,811
| -3% | -$109K | 1% | 20 |
|
|
2014
Q2 | $3.3M | Buy |
57,245
+102
| +0.2% | +$5.88K | 0.99% | 19 |
|
|
2014
Q1 | $3.47M | Buy |
57,143
+12,472
| +28% | +$757K | 1.13% | 17 |
|
|
2013
Q4 | $2.61M | Sell |
44,671
-6,351
| -12% | -$371K | 0.88% | 25 |
|
|
2013
Q3 | $2.64K | Sell |
51,022
-7,127
| -12% | -$368 | 0.83% | 25 |
|
|
2013
Q2 | $3.07M | Buy |
+58,149
| New | +$3.07M | 1.07% | 19 |
|