A detailed history of Essex Financial Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Essex Financial Services, Inc. holds 66,592 shares of JPM stock, worth $16.1 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
66,592
Previous 73,707 9.65%
Holding current value
$16.1 Million
Previous $14.9 Million 5.84%
% of portfolio
0.68%
Previous 0.73%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$194.9 - $224.8 $1.39 Million - $1.6 Million
-7,115 Reduced 9.65%
66,592 $14 Million
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $292,990 - $333,193
1,627 Added 2.26%
73,707 $14.9 Million
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $2.2 Million - $2.5 Million
12,222 Added 20.42%
72,080 $14.6 Million
Q1 2024

Apr 23, 2024

BUY
$167.09 - $200.3 $66,000 - $79,118
395 Added 0.66%
59,858 $12 Million
Q4 2023

Feb 05, 2024

SELL
$135.69 - $170.3 $418,060 - $524,694
-3,081 Reduced 4.93%
59,463 $10.1 Million
Q3 2023

Nov 15, 2023

BUY
$143.21 - $158.0 $1.95 Million - $2.15 Million
13,637 Added 27.88%
62,544 $9.07 Million
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $416,444 - $475,152
-3,267 Reduced 6.26%
48,907 $7.11 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $160,884 - $185,214
1,288 Added 2.53%
52,174 $6.8 Million
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $44,760 - $60,511
-439 Reduced 0.86%
50,886 $6.82 Million
Q3 2022

Nov 07, 2022

BUY
$20.73 - $120.58 $6,239 - $36,294
301 Added 0.59%
51,325 $5.36 Million
Q2 2022

Aug 01, 2022

SELL
$112.61 - $135.91 $58,782 - $70,945
-522 Reduced 1.01%
51,024 $5.75 Million
Q1 2022

Apr 21, 2022

SELL
$128.3 - $168.44 $137,537 - $180,567
-1,072 Reduced 2.04%
51,546 $7.03 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $36,329 - $40,540
236 Added 0.45%
52,618 $8.33 Million
Q3 2021

Nov 10, 2021

BUY
$146.97 - $166.98 $1.54 Million - $1.75 Million
10,493 Added 25.05%
52,382 $8.57 Million
Q1 2021

May 11, 2021

SELL
$125.65 - $157.65 $143,115 - $179,563
-1,139 Reduced 2.65%
41,889 $6.38 Million
Q4 2020

Feb 05, 2021

SELL
$96.54 - $127.07 $150,119 - $197,593
-1,555 Reduced 3.49%
43,028 $5.47 Million
Q3 2020

Nov 10, 2020

BUY
$91.28 - $103.82 $848,995 - $965,629
9,301 Added 26.36%
44,583 $4.29 Million
Q2 2020

Aug 06, 2020

SELL
$84.03 - $113.45 $263,013 - $355,098
-3,130 Reduced 8.15%
35,282 $3.32 Million
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $45,679 - $81,550
578 Added 1.53%
38,412 $3.46 Million
Q4 2019

Jan 30, 2020

BUY
$111.82 - $139.4 $73,689 - $91,864
659 Added 1.77%
37,834 $5.27 Million
Q3 2019

Nov 04, 2019

SELL
$104.8 - $120.23 $399,183 - $457,956
-3,809 Reduced 9.29%
37,175 $4.38 Million
Q2 2019

Jul 30, 2019

SELL
$104.64 - $116.12 $241,927 - $268,469
-2,312 Reduced 5.34%
40,984 $4.58 Million
Q1 2019

May 02, 2019

SELL
$97.11 - $107.19 $756,292 - $834,795
-7,788 Reduced 15.25%
43,296 $4.38 Million
Q4 2018

Feb 07, 2019

SELL
$92.14 - $115.32 $1.01 Million - $1.26 Million
-10,951 Reduced 17.65%
51,084 $4.99 Million
Q3 2018

Nov 05, 2018

SELL
$103.61 - $118.63 $173,857 - $199,061
-1,678 Reduced 2.63%
62,035 $7 Million
Q2 2018

Aug 07, 2018

BUY
$103.24 - $114.29 $108,918 - $120,575
1,055 Added 1.68%
63,713 $6.64 Million
Q1 2018

May 03, 2018

SELL
$107.01 - $118.77 $242,912 - $269,607
-2,270 Reduced 3.5%
62,658 $6.89 Million
Q4 2017

Feb 07, 2018

SELL
$95.86 - $107.83 $141,585 - $159,264
-1,477 Reduced 2.22%
64,928 $6.94 Million
Q3 2017

Nov 03, 2017

BUY
$88.42 - $95.51 $62,159 - $67,143
703 Added 1.07%
66,405 $6.34 Million
Q2 2017

Aug 07, 2017

BUY
N/A
65,702
65,702 $6.01 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $711B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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