JP Morgan Chase
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JP Morgan Chase’s Energy Services of America ESOA Stock Holding History

JP Morgan Chase’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$424K Buy
32,120
+8,485
+36% +$99.8K ﹤0.01% 5121
2025
Q4 		$193K Buy
23,635
+18,701
+379% +$180K ﹤0.01% 5564
2025
Q3 		$51.1K Sell
4,934
-651
-12% -$6.57K ﹤0.01% 6225
2025
Q2 		$55.5K Buy
+5,585
New +$53.5K ﹤0.01% 5884
2024
Q4 		– Sell
-511
Closed -$4.86K – 7469
2024
Q3 		$4.86K Buy
+511
New +$4.37K ﹤0.01% 6491
2024
Q1 		– Sell
-126
Closed -$753 – 7521
2023
Q4 		$753 Buy
126
+115
+1,045% +$526 ﹤0.01% 6875
2023
Q3 		$44 Buy
+11
New +$37 ﹤0.01% 7018

Other funds holding ESOA

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

JP Morgan Chase increased its Energy Services of America (ESOA) stake by 36% in Q1 2026, buying an estimated $99.8K and bringing the position to 32,120 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #5121.

JP Morgan Chase first reported a position in ESOA in Q3 2023 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • JP Morgan Chase held 32,120 shares of Energy Services of America worth $424K as of Q1 2026.
  • JP Morgan Chase bought 8,485 Energy Services of America shares in Q1 2026, an estimated $99.8K.
  • Energy Services of America made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5121 holding.
  • JP Morgan Chase first reported a position in Energy Services of America in Q3 2023 and has held it in 7 quarters since.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

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