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

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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.