JP Morgan Chase’s Esquire Financial Holdings ESQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.85M | Sell |
26,853
-3,074
| -10% | -$329K | ﹤0.01% | 3822 |
|
|
2025
Q4 | $3.05M | Buy |
29,927
+21,461
| +253% | +$2.18M | ﹤0.01% | 3744 |
|
|
2025
Q3 | $864K | Buy |
8,466
+2,782
| +49% | +$274K | ﹤0.01% | 4696 |
|
|
2025
Q2 | $538K | Buy |
5,684
+499
| +10% | +$43.1K | ﹤0.01% | 4739 |
|
|
2025
Q1 | $391K | Sell |
5,185
-22,155
| -81% | -$1.77M | ﹤0.01% | 4926 |
|
|
2024
Q4 | $2.17M | Buy |
27,340
+3,840
| +16% | +$276K | ﹤0.01% | 4092 |
|
|
2024
Q3 | $1.53M | Buy |
23,500
+14,521
| +162% | +$838K | ﹤0.01% | 4201 |
|
|
2024
Q2 | $427K | Sell |
8,979
-4,061
| -31% | -$191K | ﹤0.01% | 4772 |
|
|
2024
Q1 | $619K | Buy |
13,040
+7,826
| +150% | +$383K | ﹤0.01% | 4653 |
|
|
2023
Q4 | $260K | Buy |
5,214
+353
| +7% | +$16.6K | ﹤0.01% | 5216 |
|
|
2023
Q3 | $222K | Sell |
4,861
-3,318
| -41% | -$158K | ﹤0.01% | 5009 |
|
|
2023
Q2 | $374K | Sell |
8,179
-1,381
| -14% | -$56.6K | ﹤0.01% | 4671 |
|
|
2023
Q1 | $374K | Buy |
9,560
+2,138
| +29% | +$90.1K | ﹤0.01% | 4677 |
|
|
2022
Q4 | $321K | Buy |
7,422
+738
| +11% | +$31.3K | ﹤0.01% | 4786 |
|
|
2022
Q3 | $251K | Sell |
6,684
-18
| -0.3% | -$670 | ﹤0.01% | 4838 |
|
|
2022
Q2 | $223K | Buy |
6,702
+4,879
| +268% | +$172K | ﹤0.01% | 5022 |
|
|
2022
Q1 | $61K | Sell |
1,823
-205
| -10% | -$6.88K | ﹤0.01% | 5714 |
|
|
2021
Q4 | $64K | Buy |
2,028
+1,931
| +1,991% | +$62.4K | ﹤0.01% | 5853 |
|
|
2021
Q3 | $3K | Sell |
97
-1,147
| -92% | -$29.2K | ﹤0.01% | 6289 |
|
|
2021
Q2 | $29K | Sell |
1,244
-19,985
| -94% | -$474K | ﹤0.01% | 5868 |
|
|
2021
Q1 | $485K | Buy |
21,229
+1,728
| +9% | +$39.7K | ﹤0.01% | 4697 |
|
|
2020
Q4 | $374K | Buy |
19,501
+13,123
| +206% | +$235K | ﹤0.01% | 4535 |
|
|
2020
Q3 | $93K | Buy |
6,378
+322
| +5% | +$5.15K | ﹤0.01% | 4725 |
|
|
2020
Q2 | $102K | Sell |
6,056
-9,736
| -62% | -$154K | ﹤0.01% | 4558 |
|
|
2020
Q1 | $238K | Sell |
15,792
-1,671
| -10% | -$36.6K | ﹤0.01% | 4208 |
|
|
2019
Q4 | $455K | Buy |
17,463
+8,777
| +101% | +$214K | ﹤0.01% | 4278 |
|
|
2019
Q3 | $216K | Buy |
8,686
+1,282
| +17% | +$30.6K | ﹤0.01% | 4598 |
|
|
2019
Q2 | $184K | Sell |
7,404
-58
| -0.8% | -$1.37K | ﹤0.01% | 4694 |
|
|
2019
Q1 | $170K | Sell |
7,462
-1,692
| -18% | -$37.9K | ﹤0.01% | 4694 |
|
|
2018
Q4 | $199K | Buy |
9,154
+1,021
| +13% | +$24.2K | ﹤0.01% | 4603 |
|
|
2018
Q3 | $203K | Buy |
8,133
+4,017
| +98% | +$103K | ﹤0.01% | 4683 |
|
|
2018
Q2 | $109K | Buy |
+4,116
| New | +$103K | ﹤0.01% | 4808 |
|
Other funds holding ESQ
WA
VCM
CCM
BCM
AM
