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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.36M | Sell |
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|
2025
Q1 | $7.17M | Buy |
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|
2024
Q4 | $6.85M | Sell |
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|
2024
Q3 | $6.09M | Buy |
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|
2024
Q2 | $5.26M | Sell |
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|
2024
Q1 | $4.43M | Hold |
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|
2023
Q4 | $4.43M | Buy |
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|
2023
Q3 | $3.5M | Buy |
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|
2023
Q2 | $3.44M | Buy |
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|
2023
Q1 | $2.94M | Sell |
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|
2022
Q4 | $3.07M | Buy |
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|
2022
Q3 | $2.35M | Buy |
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|
2022
Q2 | $2.46M | Buy |
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|
2022
Q1 | $2.97M | Buy |
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|
2021
Q4 | $3.44M | Sell |
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|
2021
Q3 | $3.48M | Buy |
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|
2021
Q2 | $3.52M | Sell |
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|
2021
Q1 | $3.19M | Sell |
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|
2020
Q4 | $2.82M | Buy |
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|
2020
Q3 | $2.13M | Buy |
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|
2020
Q2 | $1.72M | Buy |
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|
2020
Q1 | $1.64M | Sell |
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|
2019
Q4 | $2.69M | Sell |
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|
2019
Q3 | $2.54M | Sell |
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|
2019
Q2 | $3.4M | Buy |
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|
2019
Q1 | $1.84M | Buy |
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|
2018
Q4 | $1.75M | Buy |
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