Essex Financial Services, Inc. / JPM
Essex Financial Services, Inc.’s Jpmorgan Chase & Co Position
Does Essex Financial Services, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 63.9K shares worth $19M (+1.06% of its 13F portfolio) as of Q1 2026, down from 64.5K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
63.9K
% of Portfolio
+1.06%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 63.9K | $19M | +1.06% |
| Q4 2025 | 64.5K | $21M | +1.18% |
| Q3 2025 | 64.2K | $20M | +1.21% |
| Q2 2025 | 65.5K | $19M | +1.25% |
| Q1 2025 | 66.2K | $16M | +1.17% |
| Q4 2024 | 68.2K | $16M | +1.15% |
| Q3 2024 | 66.6K | $15M | +1.07% |
| Q2 2024 | 73.7K | $15M | +1.12% |
| Q1 2024 | 59.9K | $12M | +1.11% |
| Q4 2023 | 59.5K | $10M | +1.05% |
| Q3 2023 | 62.5K | $9M | +1.05% |
| Q2 2023 | 48.9K | $7M | +0.81% |
| Q1 2023 | 52.2K | $7M | +0.72% |
| Q4 2022 | 50.9K | $6,823 | +0.72% |
| Q3 2022 | 51.3K | $5M | +0.64% |
| Q2 2022 | 51.0K | $6M | +0.64% |
| Q1 2022 | 51.5K | $7M | +0.67% |
| Q4 2021 | 52.6K | $8M | +0.82% |
| Q3 2021 | 52.4K | $9M | +0.98% |
| Q2 2021 | 41.9K | $6M | +0.92% |
| Q1 2021 | 41.9K | $6M | +1.14% |
| Q4 2020 | 43.0K | $5M | +1.08% |
| Q3 2020 | 44.6K | $4M | +1.05% |
| Q2 2020 | 35.3K | $3M | +1.02% |
| Q1 2020 | 38.4K | $3M | +1.23% |
| Q4 2019 | 37.8K | $5M | +1.45% |
| Q3 2019 | 37.2K | $4M | +1.41% |
| Q2 2019 | 41.0K | $5M | +1.35% |
| Q1 2019 | 43.3K | $4M | +1.32% |
| Q4 2018 | 51.1K | $5M | +1.53% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Essex Financial Services, Inc.’s full portfolio or all institutional holders of JPM.