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Essex Investment Management’s JPMorgan Chase JPM Stock Holding History

Essex Investment Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$800K Hold
2,721
– – 0.13% 151
2025
Q4 		$877K Sell
2,721
-202
-7% -$62.5K 0.13% 146
2025
Q3 		$922K Hold
2,923
– – 0.14% 146
2025
Q2 		$847K Hold
2,923
– – 0.15% 144
2025
Q1 		$717K Sell
2,923
-727
-20% -$185K 0.15% 152
2024
Q4 		$875K Sell
3,650
-236
-6% -$55K 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% -$47.8K 0.15% 151
2023
Q4 		$711K Sell
4,177
-7,378
-64% -$1.12M 0.14% 162
2023
Q3 		$1.68M Sell
11,555
-1,250
-10% -$187K 0.27% 128
2023
Q2 		$1.86M Buy
12,805
+2,579
+25% +$355K 0.26% 132
2023
Q1 		$1.33M Sell
10,226
-7,046
-41% -$965K 0.19% 161
2022
Q4 		$2.32M Sell
17,272
-633
-4% -$80.2K 0.36% 85
2022
Q3 		$1.87M Sell
17,905
-1,914
-10% -$220K 0.3% 102
2022
Q2 		$2.23M Hold
19,819
– – 0.36% 80
2022
Q1 		$2.7M Sell
19,819
-14,710
-43% -$2.17M 0.34% 88
2021
Q4 		$5.47M Sell
34,529
-23
-0.1% -$3.78K 0.63% 41
2021
Q3 		$5.66M Sell
34,552
-5,777
-14% -$906K 0.69% 35
2021
Q2 		$6.27M Buy
40,329
+12,152
+43% +$1.91M 0.73% 29
2021
Q1 		$4.29M Sell
28,177
-282
-1% -$40.6K 0.52% 46
2020
Q4 		$3.62M Sell
28,459
-518
-2% -$57.9K 0.45% 68
2020
Q3 		$2.79M Sell
28,977
-6,501
-18% -$638K 0.4% 64
2020
Q2 		$3.34M Buy
35,478
+22,530
+174% +$2.14M 0.55% 47
2020
Q1 		$1.17M Sell
12,948
-81,417
-86% -$9.89M 0.24% 139
2019
Q4 		$13.2M Buy
94,365
+26,549
+39% +$3.41M 1.62% 7
2019
Q3 		$7.98M Sell
67,816
-1,422
-2% -$161K 1.15% 13
2019
Q2 		$7.74M Buy
69,238
+12,898
+23% +$1.42M 1.06% 12
2019
Q1 		$5.7M Sell
56,340
-8,233
-13% -$848K 0.84% 21
2018
Q4 		$6.3M Sell
64,573
-704
-1% -$75K 0.99% 17
2018
Q3 		$7.37M Buy
65,277
+15,677
+32% +$1.78M 0.87% 20
2018
Q2 		$5.17M Sell
49,600
-10,997
-18% -$1.21M 0.65% 33
2018
Q1 		$6.66M Sell
60,597
-6,146
-9% -$696K 0.88% 25
2017
Q4 		$7.14M Sell
66,743
-4,292
-6% -$435K 0.94% 22
2017
Q3 		$6.79M Buy
71,035
+288
+0.4% +$26.6K 0.92% 19
2017
Q2 		$6.47M Sell
70,747
-1,065
-1% -$91.9K 0.93% 20
2017
Q1 		$6.31M Sell
71,812
-1,089
-1% -$96.1K 0.99% 18
2016
Q4 		$6.29M Buy
72,901
+40,102
+122% +$3.06M 1.04% 21
2016
Q3 		$2.18M Sell
32,799
-75
-0.2% -$4.89K 0.35% 70
2016
Q2 		$2.04M Buy
+32,874
New +$2.05M 0.34% 79
2013
Q3 		– Sell
-116,974
Closed -$6.17M – 371
2013
Q2 		$6.17M Buy
+116,974
New +$5.95M 1.09% 16

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Essex Investment Management's JPM Position: Q1 2026 in Review

Essex Investment Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,721 shares worth $800K. The position accounts for 0.13% of the portfolio, ranked #151.

Essex Investment Management first reported a position in JPM in Q2 2013 and has held it in 41 quarters since. The position peaked at $13.2M in Q4 2019. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Essex Investment Management held 2,721 shares of JPMorgan Chase worth $800K as of Q1 2026.
  • Essex Investment Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.13% of Essex Investment Management's portfolio in Q1 2026, its #151 holding.
  • Essex Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 41 quarters since.
  • Essex Investment Management's JPMorgan Chase position peaked at $13.2M in Q4 2019.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.