JP Morgan Chase
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JP Morgan Chase’s Empire State Realty Series ES ESBA Stock Holding History

JP Morgan Chase’s Portfolio ESBA Stock Details ESBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,862
Closed -$29K – 6730
2021
Q3 		$29K Hold
2,862
– – ﹤0.01% 5973
2021
Q2 		$34K Sell
2,862
-11,264
-80% -$132K ﹤0.01% 5833
2021
Q1 		$156K Hold
14,126
– – ﹤0.01% 5241
2020
Q4 		$129K Buy
14,126
+9,662
+216% +$75.5K ﹤0.01% 4941
2020
Q3 		$27K Sell
4,464
-2,105
-32% -$13.6K ﹤0.01% 5094
2020
Q2 		$48K Sell
6,569
-1,050
-14% -$8.07K ﹤0.01% 4837
2020
Q1 		$68K Buy
+7,619
New +$92.9K ﹤0.01% 4635
2016
Q3 		– Sell
-600
Closed -$11K – 4612
2016
Q2 		$11K Buy
+600
New +$11.2K ﹤0.01% 4318

Other funds holding ESBA

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return

JP Morgan Chase's ESBA Position: Q4 2021 in Review

JP Morgan Chase sold out of Empire State Realty Series ES (ESBA) in Q4 2021, closing a stake of 2,862 shares — an estimated $29K sold.

JP Morgan Chase first reported a position in ESBA in Q2 2016 and held it in 8 quarters. The position peaked at $156K in Q1 2021. 37 funds tracked by Wall St. Rank hold ESBA as of Q4 2021.

  • JP Morgan Chase reported no remaining Empire State Realty Series ES position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Chase sold 2,862 Empire State Realty Series ES shares in Q4 2021, an estimated $29K.
  • JP Morgan Chase first reported a position in Empire State Realty Series ES in Q2 2016 and held it in 8 quarters.
  • JP Morgan Chase's Empire State Realty Series ES position peaked at $156K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q4 2021.

Based on JP Morgan Chase's 13F filing for Q4 2021, filed 10 Feb 2022.