JP Morgan Chase
EFSC icon

JP Morgan Chase’s Enterprise Financial Services Corp EFSC Stock Holding History

JP Morgan Chase’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.5M Sell
268,907
-94,181
-26% -$5.31M ﹤0.01% 2357
2025
Q4 		$19.6M Sell
363,088
-31,232
-8% -$1.72M ﹤0.01% 2079
2025
Q3 		$22.9M Sell
394,320
-22,502
-5% -$1.31M ﹤0.01% 1988
2025
Q2 		$23M Sell
416,822
-40,520
-9% -$2.11M ﹤0.01% 1851
2025
Q1 		$24.6M Sell
457,342
-107,972
-19% -$6.22M ﹤0.01% 1756
2024
Q4 		$31.9M Buy
565,314
+7,439
+1% +$416K ﹤0.01% 1625
2024
Q3 		$28.6M Buy
557,875
+29,747
+6% +$1.46M ﹤0.01% 1717
2024
Q2 		$21.6M Buy
528,128
+71,885
+16% +$2.79M ﹤0.01% 1812
2024
Q1 		$18.5M Sell
456,243
-21,043
-4% -$862K ﹤0.01% 1947
2023
Q4 		$21.3M Sell
477,286
-9,387
-2% -$367K ﹤0.01% 1809
2023
Q3 		$18.3M Buy
486,673
+5,433
+1% +$217K ﹤0.01% 1750
2023
Q2 		$18.8M Buy
481,240
+9,302
+2% +$385K ﹤0.01% 1744
2023
Q1 		$21M Buy
471,938
+205,229
+77% +$10.5M ﹤0.01% 1626
2022
Q4 		$13.1M Buy
266,709
+4,177
+2% +$207K ﹤0.01% 2026
2022
Q3 		$11.6M Sell
262,532
-8,238
-3% -$375K ﹤0.01% 2037
2022
Q2 		$11.2M Sell
270,770
-5,715
-2% -$255K ﹤0.01% 2052
2022
Q1 		$13.1M Buy
276,485
+8,156
+3% +$400K ﹤0.01% 2117
2021
Q4 		$12.6M Buy
268,329
+28,074
+12% +$1.34M ﹤0.01% 2242
2021
Q3 		$10.9M Buy
240,255
+13,743
+6% +$616K ﹤0.01% 2313
2021
Q2 		$10.5M Sell
226,512
-32,940
-13% -$1.61M ﹤0.01% 2385
2021
Q1 		$12.8M Sell
259,452
-66,467
-20% -$2.8M ﹤0.01% 2135
2020
Q4 		$11.4M Sell
325,919
-7,386
-2% -$242K ﹤0.01% 2103
2020
Q3 		$9.14M Sell
333,305
-20,802
-6% -$615K ﹤0.01% 2104
2020
Q2 		$11M Sell
354,107
-16,124
-4% -$468K ﹤0.01% 1821
2020
Q1 		$10.3M Sell
370,231
-691
-0.2% -$27.8K ﹤0.01% 1719
2019
Q4 		$17.9M Sell
370,922
-27,554
-7% -$1.22M ﹤0.01% 1687
2019
Q3 		$16.2M Buy
398,476
+15,608
+4% +$629K ﹤0.01% 1762
2019
Q2 		$15.7M Sell
382,868
-5,314
-1% -$222K ﹤0.01% 1747
2019
Q1 		$15.8M Sell
388,182
-159,266
-29% -$6.85M ﹤0.01% 1704
2018
Q4 		$20.6M Buy
547,448
+144,419
+36% +$6.43M ﹤0.01% 1465
2018
Q3 		$21.4M Buy
403,029
+232,008
+136% +$12.9M ﹤0.01% 1614
2018
Q2 		$9.23M Sell
171,021
-30,535
-15% -$1.6M ﹤0.01% 2208
2018
Q1 		$9.45M Sell
201,556
-16,819
-8% -$803K ﹤0.01% 2066
2017
Q4 		$9.86M Sell
218,375
-9,752
-4% -$427K ﹤0.01% 2142
2017
Q3 		$9.68M Sell
228,127
-6,396
-3% -$253K ﹤0.01% 2015
2017
Q2 		$9.57M Sell
234,523
-12,845
-5% -$534K ﹤0.01% 2001
2017
Q1 		$10.5M Buy
247,368
+107,261
+77% +$4.55M ﹤0.01% 1899
2016
Q4 		$6.02M Buy
140,107
+39,179
+39% +$1.43M ﹤0.01% 2297
2016
Q3 		$3.15M Buy
100,928
+9,928
+11% +$294K ﹤0.01% 2527
2016
Q2 		$2.54M Sell
91,000
-4,900
-5% -$133K ﹤0.01% 2682
2016
Q1 		$2.59M Sell
95,900
-2,900
-3% -$79.1K ﹤0.01% 2568
2015
Q4 		$2.8M Sell
98,800
-2,100
-2% -$59K ﹤0.01% 2577
2015
Q3 		$2.54M Buy
100,900
+1,700
+2% +$40.7K ﹤0.01% 2625
2015
Q2 		$2.26M Sell
99,200
-1,420
-1% -$30.4K ﹤0.01% 2844
2015
Q1 		$2.08M Sell
100,620
-21,485
-18% -$430K ﹤0.01% 2847
2014
Q4 		$2.41M Sell
122,105
-7,317
-6% -$136K ﹤0.01% 2860
2014
Q3 		$2.16M Sell
129,422
-1,456
-1% -$25.6K ﹤0.01% 2879
2014
Q2 		$2.36M Sell
130,878
-2,205
-2% -$40.4K ﹤0.01% 2435
2014
Q1 		$2.67M Sell
133,083
-11,896
-8% -$227K ﹤0.01% 2412
2013
Q4 		$2.96M Sell
144,979
-19,363
-12% -$359K ﹤0.01% 2495
2013
Q3 		$2.78M Buy
164,342
+41,084
+33% +$714K ﹤0.01% 2587
2013
Q2 		$1.97M Buy
+123,258
New +$1.83M ﹤0.01% 2808

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase's EFSC Position: Q1 2026 in Review

JP Morgan Chase reduced its Enterprise Financial Services Corp (EFSC) stake by 26% in Q1 2026, selling an estimated $5.31M and leaving 268,907 shares worth $14.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

JP Morgan Chase first reported a position in EFSC in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.9M in Q4 2024. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • JP Morgan Chase held 268,907 shares of Enterprise Financial Services Corp worth $14.5M as of Q1 2026.
  • JP Morgan Chase sold 94,181 Enterprise Financial Services Corp shares in Q1 2026, an estimated $5.31M.
  • Enterprise Financial Services Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2357 holding.
  • JP Morgan Chase first reported a position in Enterprise Financial Services Corp in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Enterprise Financial Services Corp position peaked at $31.9M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.