ESB
Essex Savings Bank’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.36M | Sell |
28,823
-394
| -1% | -$114K | 1.99% | 9 |
|
|
2025
Q1 | $7.17M | Buy |
29,217
+641
| +2% | +$157K | 1.76% | 9 |
|
|
2024
Q4 | $6.85M | Sell |
28,576
-308
| -1% | -$73.8K | 1.7% | 10 |
|
|
2024
Q3 | $6.09M | Buy |
28,884
+2,868
| +11% | +$605K | 1.52% | 10 |
|
|
2024
Q2 | $5.26M | Sell |
26,016
-32
| -0.1% | -$6.47K | 1.42% | 14 |
|
|
2024
Q1 | $4.43M | Hold |
26,048
| – | – | 1.29% | 14 |
|
|
2023
Q4 | $4.43M | Buy |
26,048
+1,880
| +8% | +$320K | 1.29% | 14 |
|
|
2023
Q3 | $3.5M | Buy |
24,168
+504
| +2% | +$73.1K | 1.18% | 15 |
|
|
2023
Q2 | $3.44M | Buy |
23,664
+1,086
| +5% | +$158K | 1.15% | 17 |
|
|
2023
Q1 | $2.94M | Sell |
22,578
-335
| -1% | -$43.7K | 1.03% | 19 |
|
|
2022
Q4 | $3.07M | Buy |
22,913
+398
| +2% | +$53.4K | 1.08% | 16 |
|
|
2022
Q3 | $2.35M | Buy |
22,515
+630
| +3% | +$65.8K | 0.94% | 19 |
|
|
2022
Q2 | $2.46M | Buy |
21,885
+95
| +0.4% | +$10.7K | 0.94% | 22 |
|
|
2022
Q1 | $2.97M | Buy |
21,790
+44
| +0.2% | +$6K | 0.98% | 19 |
|
|
2021
Q4 | $3.44M | Sell |
21,746
-19
| -0.1% | -$3.01K | 1.17% | 16 |
|
|
2021
Q3 | $3.48M | Buy |
21,765
+354
| +2% | +$56.6K | 1.27% | 16 |
|
|
2021
Q2 | $3.52M | Sell |
21,411
-254
| -1% | -$41.7K | 1.36% | 12 |
|
|
2021
Q1 | $3.19M | Sell |
21,665
-537
| -2% | -$79K | 1.4% | 12 |
|
|
2020
Q4 | $2.82M | Buy |
22,202
+113
| +0.5% | +$14.4K | 1.26% | 14 |
|
|
2020
Q3 | $2.13M | Buy |
22,089
+3,830
| +21% | +$369K | 1.04% | 17 |
|
|
2020
Q2 | $1.72M | Buy |
18,259
+68
| +0.4% | +$6.39K | 1.02% | 20 |
|
|
2020
Q1 | $1.64M | Sell |
18,191
-1,088
| -6% | -$98K | 1.17% | 18 |
|
|
2019
Q4 | $2.69M | Sell |
19,279
-2,311
| -11% | -$322K | 1.37% | 12 |
|
|
2019
Q3 | $2.54M | Sell |
21,590
-8,806
| -29% | -$1.04M | 1.34% | 15 |
|
|
2019
Q2 | $3.4M | Buy |
30,396
+12,229
| +67% | +$1.37M | 1.2% | 12 |
|
|
2019
Q1 | $1.84M | Buy |
18,167
+249
| +1% | +$25.2K | 1.05% | 16 |
|
|
2018
Q4 | $1.75M | Buy |
+17,918
| New | +$1.75M | 1.1% | 15 |
|