JP Morgan Chase’s EngageSmart, Inc. ESMT Stock Holding History

JP Morgan Chase’s Portfolio ESMT Stock Details ESMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-187,426	Closed	-$4.29M	–	8085
2023 Q4	$4.29M	Buy	187,426 +36,679	+24%	+$814K	﹤0.01%	3225
2023 Q3	$2.71M	Buy	150,747 +46,076	+44%	+$822K	﹤0.01%	3315
2023 Q2	$2M	Sell	104,671 -27,812	-21%	-$495K	﹤0.01%	3543
2023 Q1	$2.55M	Buy	132,483 +97,409	+278%	+$1.88M	﹤0.01%	3363
2022 Q4	$618K	Buy	35,074 +16,003	+84%	+$294K	﹤0.01%	4379
2022 Q3	$395K	Buy	19,071 +330	+2%	+$6.47K	﹤0.01%	4604
2022 Q2	$301K	Buy	18,741 +11,217	+149%	+$223K	﹤0.01%	4856
2022 Q1	$160K	Buy	7,524 +1,404	+23%	+$29.1K	﹤0.01%	5297
2021 Q4	$148K	Buy	+6,120	New	+$169K	﹤0.01%	5506

JP Morgan Chase's ESMT Position: Q1 2024 in Review

JP Morgan Chase sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 187,426 shares — an estimated $4.29M sold.

JP Morgan Chase first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $4.29M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

JP Morgan Chase reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
JP Morgan Chase sold 187,426 EngageSmart, Inc. shares in Q1 2024, an estimated $4.29M.
JP Morgan Chase first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
JP Morgan Chase's EngageSmart, Inc. position peaked at $4.29M in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.