Essex Financial Services, Inc. Jpmorgan Chase & CO Transaction History

Essex Financial Services, Inc.

$2.07 Billion
Q3 2024

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 $14.7 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

66,592

Previous 73,707 9.65%

Holding current value

$14.7 Million

Previous $14.9 Million 5.84%

% of portfolio

0.68%

Previous 0.73%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,560

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $650B
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 ...

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Essex Financial Services, Inc. Jpmorgan Chase & CO Transaction History