JP Morgan Chase
ESN

JP Morgan Chase’s Essential 40 Stock ETF ESN Stock Holding History

JP Morgan Chase’s Portfolio ESN Stock Details ESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,008
Closed -$16.2K – 7796
2025
Q2 		$16.2K Buy
+1,008
New +$15.4K ﹤0.01% 6216

Other funds holding ESN

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $29.8M AUM 18.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase's ESN Position: Q3 2025 in Review

JP Morgan Chase sold out of Essential 40 Stock ETF (ESN) in Q3 2025, closing a stake of 1,008 shares — an estimated $16.2K sold.

JP Morgan Chase first reported a position in ESN in Q2 2025 and held it in 1 quarter. The position peaked at $16.2K in Q2 2025. 15 funds tracked by Wall St. Rank hold ESN as of Q3 2025.

  • JP Morgan Chase reported no remaining Essential 40 Stock ETF position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 1,008 Essential 40 Stock ETF shares in Q3 2025, an estimated $16.2K.
  • JP Morgan Chase first reported a position in Essential 40 Stock ETF in Q2 2025 and held it in 1 quarter.
  • JP Morgan Chase's Essential 40 Stock ETF position peaked at $16.2K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.