Essex Financial Services, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1315785 ESSEX, CT

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$20,768,106

+$1,960,104 QoQ

Shares Held

63,447

-0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.68%

of 13F equity value

Holder Rank

#985

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $34,774,812 across 6 Banks - Diversified names. JPM ranks #1 (59.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	63,447	$20,768,106
2	BAC	Bank Of America Corp /De/	117,344	$6,686,261
3	C	Citigroup Inc	17,534	$2,454,058
4	BNY	Bank of New York Mellon Corp	14,455	$2,090,337
5	WFC	Wells Fargo & Company/Mn	20,566	$1,699,574
6	TD	Toronto Dominion Bank	8,865	$1,076,476

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,768,106	63,447	-0.8%	Shares	Defined	2026-08-10
2026-03-31	$18,808,002	63,938	-0.9%	Shares	Defined	2026-04-24
2025-12-31	$20,782,867	64,499	+0.5%	Shares	Defined	2026-02-10
2025-09-30	$20,237,673	64,159	-2.1%	Shares	Defined	2025-11-07
2025-06-30	$18,992,294	65,511	-1.1%	Shares	Defined	2025-07-16
2025-03-31	$16,248,181	66,238	-2.9%	Shares	Defined	2025-04-25
2024-12-31	$16,345,345	68,188	+2.4%	Shares	Defined	2025-01-29
2024-09-30	$14,041,589	66,592	-9.7%	Shares	Defined	2024-10-24
2024-06-30	$14,907,977	73,707	+23.1%	Shares	Defined	2024-08-09
2024-03-31	$11,989,557	59,858	+0.7%	Shares	Sole	2024-04-24
2023-12-31	$10,114,656	59,463	-4.9%	Shares	Sole	2024-02-06
2023-09-30	$9,070,130	62,544	+27.9%	Shares	Sole	2023-11-15
2023-06-30	$7,113,034	48,907	-6.3%	Shares	Sole	2023-08-09
2023-03-31	$6,798,793	52,174	+2.5%	Shares	Sole	2023-05-11
2022-12-31	$6,823,812	50,886	-0.9%	Shares	Sole	2023-02-10
2022-09-30	$5,363,462	51,325	+0.6%	Shares	Sole	2022-11-07
2022-06-30	$5,745,812	51,024	-1.0%	Shares	Sole	2022-08-01
2022-03-31	$7,026,750	51,546	-2.0%	Shares	Sole	2022-04-21
2021-12-31	$8,332,060	52,618	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$8,574,409	52,382	+25.0%	Shares	Sole	2021-11-10
2021-06-30	$6,515,415	41,889	0.0%	Shares	Sole	2021-07-30
2021-03-31	$6,376,762	41,889	-2.6%	Shares	Sole	2021-05-11
2020-12-31	$5,467,567	43,028	-3.5%	Shares	Sole	2021-02-05
2020-09-30	$4,292,005	44,583	+26.4%	Shares	Sole	2020-11-10
2020-06-30	$3,318,624	35,282	-8.1%	Shares	Sole	2020-08-06
2020-03-31	$3,458,232	38,412	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.