Essex Savings Bank’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.95M | Sell |
27,346
-138
| -0.5% | -$42.9K | 1.94% | 10 |
|
|
2026
Q1 | $8.08M | Sell |
27,484
-876
| -3% | -$266K | 1.79% | 11 |
|
|
2025
Q4 | $9.14M | Buy |
28,360
+289
| +1% | +$89.5K | 1.98% | 10 |
|
|
2025
Q3 | $8.85M | Sell |
28,071
-752
| -3% | -$224K | 1.99% | 8 |
|
|
2025
Q2 | $8.36M | Sell |
28,823
-394
| -1% | -$101K | 1.99% | 9 |
|
|
2025
Q1 | $7.17M | Buy |
29,217
+641
| +2% | +$163K | 1.76% | 9 |
|
|
2024
Q4 | $6.85M | Sell |
28,576
-308
| -1% | -$71.7K | 1.7% | 10 |
|
|
2024
Q3 | $6.09M | Buy |
28,884
+2,868
| +11% | +$604K | 1.52% | 10 |
|
|
2024
Q2 | $5.26M | Sell |
26,016
-32
| -0.1% | -$6.26K | 1.42% | 14 |
|
|
2024
Q1 | $4.43M | Hold |
26,048
| – | – | 1.29% | 14 |
|
|
2023
Q4 | $4.43M | Buy |
26,048
+1,880
| +8% | +$285K | 1.29% | 14 |
|
|
2023
Q3 | $3.5M | Buy |
24,168
+504
| +2% | +$75.6K | 1.18% | 15 |
|
|
2023
Q2 | $3.44M | Buy |
23,664
+1,086
| +5% | +$149K | 1.15% | 17 |
|
|
2023
Q1 | $2.94M | Sell |
22,578
-335
| -1% | -$45.9K | 1.03% | 19 |
|
|
2022
Q4 | $3.07M | Buy |
22,913
+398
| +2% | +$50.4K | 1.08% | 16 |
|
|
2022
Q3 | $2.35M | Buy |
22,515
+630
| +3% | +$72.3K | 0.94% | 19 |
|
|
2022
Q2 | $2.46M | Buy |
21,885
+95
| +0.4% | +$11.8K | 0.94% | 22 |
|
|
2022
Q1 | $2.97M | Buy |
21,790
+44
| +0.2% | +$6.5K | 0.98% | 19 |
|
|
2021
Q4 | $3.44M | Sell |
21,746
-19
| -0.1% | -$3.12K | 1.17% | 16 |
|
|
2021
Q3 | $3.48M | Buy |
21,765
+354
| +2% | +$55.5K | 1.27% | 16 |
|
|
2021
Q2 | $3.52M | Sell |
21,411
-254
| -1% | -$39.9K | 1.36% | 12 |
|
|
2021
Q1 | $3.19M | Sell |
21,665
-537
| -2% | -$77.3K | 1.4% | 12 |
|
|
2020
Q4 | $2.82M | Buy |
22,202
+113
| +0.5% | +$12.6K | 1.26% | 14 |
|
|
2020
Q3 | $2.13M | Buy |
22,089
+3,830
| +21% | +$376K | 1.04% | 17 |
|
|
2020
Q2 | $1.72M | Buy |
18,259
+68
| +0.4% | +$6.45K | 1.02% | 20 |
|
|
2020
Q1 | $1.64M | Sell |
18,191
-1,088
| -6% | -$132K | 1.17% | 18 |
|
|
2019
Q4 | $2.69M | Sell |
19,279
-2,311
| -11% | -$296K | 1.37% | 12 |
|
|
2019
Q3 | $2.54M | Sell |
21,590
-8,806
| -29% | -$996K | 1.34% | 15 |
|
|
2019
Q2 | $3.4M | Buy |
30,396
+12,229
| +67% | +$1.35M | 1.2% | 12 |
|
|
2019
Q1 | $1.84M | Buy |
18,167
+249
| +1% | +$25.7K | 1.05% | 16 |
|
|
2018
Q4 | $1.75M | Buy |
+17,918
| New | +$1.91M | 1.1% | 15 |
|
Other funds holding JPM
Essex Savings Bank's JPM Position: Q2 2026 in Review
Essex Savings Bank reduced its JPMorgan Chase (JPM) stake by 0.5% in Q2 2026, selling an estimated $42.9K and leaving 27,346 shares worth $8.95M. The position accounts for 1.94% of the portfolio, ranked #10.
Essex Savings Bank first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.14M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Essex Savings Bank held 27,346 shares of JPMorgan Chase worth $8.95M as of Q2 2026.
- Essex Savings Bank sold 138 JPMorgan Chase shares in Q2 2026, an estimated $42.9K.
- JPMorgan Chase made up 1.94% of Essex Savings Bank's portfolio in Q2 2026, its #10 holding.
- Essex Savings Bank first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- Essex Savings Bank's JPMorgan Chase position peaked at $9.14M in Q4 2025.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.