EIM
Essex Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Hold |
2,923
| – | – | 0.15% | 144 |
|
|
2025
Q1 | $717K | Sell |
2,923
-727
| -20% | -$178K | 0.15% | 152 |
|
|
2024
Q4 | $875K | Sell |
3,650
-236
| -6% | -$56.6K | 0.16% | 150 |
|
|
2024
Q3 | $819K | Sell |
3,886
-26
| -0.7% | -$5.48K | 0.14% | 153 |
|
|
2024
Q2 | $791K | Hold |
3,912
| – | – | 0.15% | 156 |
|
|
2024
Q1 | $784K | Sell |
3,912
-265
| -6% | -$53.1K | 0.15% | 151 |
|
|
2023
Q4 | $711K | Sell |
4,177
-7,378
| -64% | -$1.25M | 0.14% | 162 |
|
|
2023
Q3 | $1.68M | Sell |
11,555
-1,250
| -10% | -$181K | 0.27% | 128 |
|
|
2023
Q2 | $1.86M | Buy |
12,805
+2,579
| +25% | +$375K | 0.26% | 132 |
|
|
2023
Q1 | $1.33M | Sell |
10,226
-7,046
| -41% | -$918K | 0.19% | 161 |
|
|
2022
Q4 | $2.32M | Sell |
17,272
-633
| -4% | -$84.9K | 0.36% | 85 |
|
|
2022
Q3 | $1.87M | Sell |
17,905
-1,914
| -10% | -$200K | 0.3% | 102 |
|
|
2022
Q2 | $2.23M | Hold |
19,819
| – | – | 0.36% | 80 |
|
|
2022
Q1 | $2.7M | Sell |
19,819
-14,710
| -43% | -$2.01M | 0.34% | 88 |
|
|
2021
Q4 | $5.47M | Sell |
34,529
-23
| -0.1% | -$3.64K | 0.63% | 41 |
|
|
2021
Q3 | $5.66M | Sell |
34,552
-5,777
| -14% | -$946K | 0.69% | 35 |
|
|
2021
Q2 | $6.27M | Buy |
40,329
+12,152
| +43% | +$1.89M | 0.73% | 29 |
|
|
2021
Q1 | $4.29M | Sell |
28,177
-282
| -1% | -$42.9K | 0.52% | 46 |
|
|
2020
Q4 | $3.62M | Sell |
28,459
-518
| -2% | -$65.8K | 0.45% | 68 |
|
|
2020
Q3 | $2.79M | Sell |
28,977
-6,501
| -18% | -$626K | 0.4% | 64 |
|
|
2020
Q2 | $3.34M | Buy |
35,478
+22,530
| +174% | +$2.12M | 0.55% | 47 |
|
|
2020
Q1 | $1.17M | Sell |
12,948
-81,417
| -86% | -$7.33M | 0.24% | 139 |
|
|
2019
Q4 | $13.2M | Buy |
94,365
+26,549
| +39% | +$3.7M | 1.62% | 7 |
|
|
2019
Q3 | $7.98M | Sell |
67,816
-1,422
| -2% | -$167K | 1.15% | 13 |
|
|
2019
Q2 | $7.74M | Buy |
69,238
+12,898
| +23% | +$1.44M | 1.06% | 12 |
|
|
2019
Q1 | $5.7M | Sell |
56,340
-8,233
| -13% | -$833K | 0.84% | 21 |
|
|
2018
Q4 | $6.3M | Sell |
64,573
-704
| -1% | -$68.7K | 0.99% | 17 |
|
|
2018
Q3 | $7.37M | Buy |
65,277
+15,677
| +32% | +$1.77M | 0.87% | 20 |
|
|
2018
Q2 | $5.17M | Sell |
49,600
-10,997
| -18% | -$1.15M | 0.65% | 33 |
|
|
2018
Q1 | $6.66M | Sell |
60,597
-6,146
| -9% | -$676K | 0.88% | 25 |
|
|
2017
Q4 | $7.14M | Sell |
66,743
-4,292
| -6% | -$459K | 0.94% | 22 |
|
|
2017
Q3 | $6.79M | Buy |
71,035
+288
| +0.4% | +$27.5K | 0.92% | 19 |
|
|
2017
Q2 | $6.47M | Sell |
70,747
-1,065
| -1% | -$97.3K | 0.93% | 20 |
|
|
2017
Q1 | $6.31M | Sell |
71,812
-1,089
| -1% | -$95.7K | 0.99% | 18 |
|
|
2016
Q4 | $6.29M | Buy |
72,901
+40,102
| +122% | +$3.46M | 1.04% | 21 |
|
|
2016
Q3 | $2.18M | Sell |
32,799
-75
| -0.2% | -$4.99K | 0.35% | 70 |
|
|
2016
Q2 | $2.04M | Buy |
+32,874
| New | +$2.04M | 0.34% | 79 |
|
|
2013
Q3 | – | Sell |
-116,974
| Closed | -$6.18M | – | 372 |
|
|
2013
Q2 | $6.18M | Buy |
+116,974
| New | +$6.18M | 1.09% | 16 |
|