Essex Investment Management’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 | $847K | Hold |
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|
2025
Q1 | $717K | Sell |
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|
2024
Q4 | $875K | Sell |
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|
2024
Q3 | $819K | Sell |
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|
2024
Q2 | $791K | Hold |
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|
2024
Q1 | $784K | Sell |
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|
2023
Q4 | $711K | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $2.32M | Sell |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $2.23M | Hold |
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|
2022
Q1 | $2.7M | Sell |
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|
2021
Q4 | $5.47M | Sell |
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|
2021
Q3 | $5.66M | Sell |
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|
2021
Q2 | $6.27M | Buy |
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|
2021
Q1 | $4.29M | Sell |
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|
2020
Q4 | $3.62M | Sell |
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|
2020
Q3 | $2.79M | Sell |
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|
2020
Q2 | $3.34M | Buy |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $13.2M | Buy |
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|
2019
Q3 | $7.98M | Sell |
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|
2019
Q2 | $7.74M | Buy |
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|
2019
Q1 | $5.7M | Sell |
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|
2018
Q4 | $6.3M | Sell |
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|
2018
Q3 | $7.37M | Buy |
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|
2018
Q2 | $5.17M | Sell |
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|
2018
Q1 | $6.66M | Sell |
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|
2017
Q4 | $7.14M | Sell |
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|
2017
Q3 | $6.79M | Buy |
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|
2017
Q2 | $6.47M | Sell |
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|
2017
Q1 | $6.31M | Sell |
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|
2016
Q4 | $6.29M | Buy |
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|
2016
Q3 | $2.18M | Sell |
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|
2016
Q2 | $2.04M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $6.17M | Buy |
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