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Essex LLC’s JPMorgan Chase JPM Stock Holding History

Essex LLC’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
Q2 		$10M Sell
30,678
-2,114
-6% -$656K 1.52% 15
2026
Q1 		$9.65M Sell
32,792
-444
-1% -$135K 1.7% 14
2025
Q4 		$10.7M Buy
33,236
+576
+2% +$178K 1.9% 14
2025
Q3 		$10.3M Sell
32,660
-619
-2% -$184K 1.87% 15
2025
Q2 		$9.65M Sell
33,279
-992
-3% -$253K 1.9% 12
2025
Q1 		$8.41M Sell
34,271
-1,187
-3% -$303K 1.82% 11
2024
Q4 		$8.5M Sell
35,458
-2,026
-5% -$472K 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% +$46.7K 1.73% 13
2024
Q1 		$7.61M Sell
37,988
-468
-1% -$84.4K 1.75% 13
2023
Q4 		$6.54M Buy
38,456
+1,499
+4% +$227K 1.63% 13
2023
Q3 		$5.36M Buy
36,957
+1,773
+5% +$266K 1.51% 15
2023
Q2 		$5.12M Sell
35,184
-517
-1% -$71.1K 1.43% 19
2023
Q1 		$4.79M Hold
35,701
– – 1.45% 20
2022
Q4 		$4.79M Buy
35,701
+1,055
+3% +$134K 1.45% 20
2022
Q3 		$3.62M Buy
34,646
+151
+0.4% +$17.3K 1.19% 25
2022
Q2 		$3.88M Buy
34,495
+930
+3% +$115K 1.2% 24
2022
Q1 		$4.58M Buy
33,565
+3,132
+10% +$462K 1.24% 22
2021
Q4 		$4.82M Buy
30,433
+1,006
+3% +$165K 1.29% 21
2021
Q3 		$4.82M Buy
+29,427
New +$4.61M 1.34% 23

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Essex LLC's JPM Position: Q2 2026 in Review

Essex LLC reduced its JPMorgan Chase (JPM) stake by 6.4% in Q2 2026, selling an estimated $656K and leaving 30,678 shares worth $10M. The position accounts for 1.52% of the portfolio, ranked #15.

Essex LLC first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.7M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Essex LLC held 30,678 shares of JPMorgan Chase worth $10M as of Q2 2026.
  • Essex LLC sold 2,114 JPMorgan Chase shares in Q2 2026, an estimated $656K.
  • JPMorgan Chase made up 1.52% of Essex LLC's portfolio in Q2 2026, its #15 holding.
  • Essex LLC first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • Essex LLC's JPMorgan Chase position peaked at $10.7M in Q4 2025.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.