EL
Essex LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65M | Sell |
33,279
-992
| -3% | -$288K | 1.9% | 12 |
|
|
2025
Q1 | $8.41M | Sell |
34,271
-1,187
| -3% | -$291K | 1.82% | 11 |
|
|
2024
Q4 | $8.5M | Sell |
35,458
-2,026
| -5% | -$486K | 1.78% | 12 |
|
|
2024
Q3 | $7.9M | Sell |
37,484
-743
| -2% | -$157K | 1.62% | 12 |
|
|
2024
Q2 | $7.73M | Buy |
38,227
+239
| +0.6% | +$48.3K | 1.73% | 13 |
|
|
2024
Q1 | $7.61M | Sell |
37,988
-468
| -1% | -$93.7K | 1.75% | 13 |
|
|
2023
Q4 | $6.54M | Buy |
38,456
+1,499
| +4% | +$255K | 1.63% | 13 |
|
|
2023
Q3 | $5.36M | Buy |
36,957
+1,773
| +5% | +$257K | 1.51% | 15 |
|
|
2023
Q2 | $5.12M | Sell |
35,184
-517
| -1% | -$75.2K | 1.43% | 19 |
|
|
2023
Q1 | $4.79M | Hold |
35,701
| – | – | 1.45% | 20 |
|
|
2022
Q4 | $4.79M | Buy |
35,701
+1,055
| +3% | +$141K | 1.45% | 20 |
|
|
2022
Q3 | $3.62M | Buy |
34,646
+151
| +0.4% | +$15.8K | 1.19% | 25 |
|
|
2022
Q2 | $3.88M | Buy |
34,495
+930
| +3% | +$105K | 1.2% | 24 |
|
|
2022
Q1 | $4.58M | Buy |
33,565
+3,132
| +10% | +$427K | 1.24% | 22 |
|
|
2021
Q4 | $4.82M | Buy |
30,433
+1,006
| +3% | +$159K | 1.29% | 21 |
|
|
2021
Q3 | $4.82M | Buy |
+29,427
| New | +$4.82M | 1.34% | 23 |
|