A detailed history of Essex Investment Management CO LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Essex Investment Management CO LLC holds 3,886 shares of JPM stock, worth $923,313. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,886
Previous 3,912 0.66%
Holding current value
$923,313
Previous $791,000 3.54%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Oct 10, 2024

SELL
$194.9 - $224.8 $5,067 - $5,844
-26 Reduced 0.66%
3,886 $819,000
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $44,278 - $53,079
-265 Reduced 6.34%
3,912 $783,000
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $1 Million - $1.26 Million
-7,378 Reduced 63.85%
4,177 $710,000
Q3 2023

Nov 09, 2023

SELL
$143.21 - $158.0 $179,012 - $197,500
-1,250 Reduced 9.76%
11,555 $1.68 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $328,745 - $375,089
2,579 Added 25.22%
12,805 $1.86 Million
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $880,115 - $1.01 Million
-7,046 Reduced 40.79%
10,226 $1.33 Million
Q4 2022

Feb 02, 2023

SELL
$101.96 - $137.84 $64,540 - $87,252
-633 Reduced 3.54%
17,272 $2.32 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $39,677 - $230,790
-1,914 Reduced 9.66%
17,905 $1.87 Million
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $1.89 Million - $2.48 Million
-14,710 Reduced 42.6%
19,819 $2.7 Million
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $3,540 - $3,950
-23 Reduced 0.07%
34,529 $5.47 Million
Q3 2021

Nov 09, 2021

SELL
$146.97 - $166.98 $849,045 - $964,643
-5,777 Reduced 14.32%
34,552 $5.66 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $1.79 Million - $2.02 Million
12,152 Added 43.13%
40,329 $6.27 Million
Q1 2021

May 12, 2021

SELL
$125.65 - $157.65 $35,433 - $44,457
-282 Reduced 0.99%
28,177 $4.29 Million
Q4 2020

Feb 12, 2021

SELL
$96.54 - $127.07 $50,007 - $65,822
-518 Reduced 1.79%
28,459 $3.62 Million
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $593,411 - $674,933
-6,501 Reduced 18.32%
28,977 $2.79 Million
Q2 2020

Aug 04, 2020

BUY
$84.03 - $113.45 $1.89 Million - $2.56 Million
22,530 Added 174.0%
35,478 $3.34 Million
Q1 2020

May 04, 2020

SELL
$79.03 - $141.09 $6.43 Million - $11.5 Million
-81,417 Reduced 86.28%
12,948 $1.17 Million
Q4 2019

Feb 10, 2020

BUY
$111.82 - $139.4 $2.97 Million - $3.7 Million
26,549 Added 39.15%
94,365 $13.2 Million
Q3 2019

Oct 22, 2019

SELL
$104.8 - $120.23 $149,025 - $170,967
-1,422 Reduced 2.05%
67,816 $7.98 Million
Q2 2019

Aug 15, 2019

BUY
$104.64 - $116.12 $1.35 Million - $1.5 Million
12,898 Added 22.89%
69,238 $7.74 Million
Q1 2019

May 15, 2019

SELL
$97.11 - $107.19 $799,506 - $882,495
-8,233 Reduced 12.75%
56,340 $5.7 Million
Q4 2018

Feb 06, 2019

SELL
$92.14 - $115.32 $64,866 - $81,185
-704 Reduced 1.08%
64,573 $6.3 Million
Q3 2018

Oct 16, 2018

BUY
$103.61 - $118.63 $1.62 Million - $1.86 Million
15,677 Added 31.61%
65,277 $7.37 Million
Q2 2018

Jul 17, 2018

SELL
$103.24 - $114.29 $1.14 Million - $1.26 Million
-10,997 Reduced 18.15%
49,600 $5.17 Million
Q1 2018

Apr 26, 2018

SELL
$107.01 - $118.77 $657,683 - $729,960
-6,146 Reduced 9.21%
60,597 $6.66 Million
Q4 2017

Feb 05, 2018

SELL
$95.86 - $107.83 $411,431 - $462,806
-4,292 Reduced 6.04%
66,743 $7.14 Million
Q3 2017

Oct 30, 2017

BUY
$88.42 - $95.51 $6.28 Million - $6.78 Million
71,035
71,035 $6.79 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 $697B
  • 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
Track This Portfolio

Track Essex Investment Management CO LLC Portfolio

Follow Essex Investment Management CO LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Investment Management CO LLC, based on Form 13F filings with the SEC.

News

Stay updated on Essex Investment Management CO LLC with notifications on news.