Essex Bank

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 1752212 Essex, CT

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$8,951,165

+$866,472 QoQ

Shares Held

27,346

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.62%

of 13F equity value

Holder Rank

#1,567

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 2% None 7%

Financial Services · as of Jun 30, 2026

Essex Bank holds $12,360,205 across 6 Banks - Diversified names. JPM ranks #1 (72.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	27,346	$8,951,165
2	WFC	Wells Fargo & Company/Mn	16,076	$1,328,519
3	C	Citigroup Inc	4,904	$686,363
4	BAC	Bank Of America Corp /De/	11,906	$678,403
5	BNY	Bank of New York Mellon Corp	3,182	$460,148
6	RY	Royal Bank Of Canada	1,235	$255,607

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,951,165	27,346	-0.5%	Shares	Sole	2026-07-23
2026-03-31	$8,084,693	27,484	-3.1%	Shares	Sole	2026-04-17
2025-12-31	$9,138,159	28,360	+1.0%	Shares	Sole	2026-02-02
2025-09-30	$8,854,435	28,071	-2.6%	Shares	Sole	2025-11-04
2025-06-30	$8,356,075	28,823	-1.3%	Shares	Sole	2025-07-11
2025-03-31	$7,166,930	29,217	+2.2%	Shares	Sole	2025-04-21
2024-12-31	$6,849,952	28,576	-1.1%	Shares	Sole	2025-01-14
2024-09-30	$6,090,479	28,884	+11.0%	Shares	Sole	2024-11-01
2024-06-30	$5,261,996	26,016	-0.1%	Shares	Sole	2024-07-23
2024-03-31	$5,217,414	26,048	0.0%	Shares	Sole	2024-04-22
2023-12-31	$4,430,764	26,048	+7.8%	Shares	Sole	2024-01-22
2023-09-30	$3,504,843	24,168	+2.1%	Shares	Sole	2023-10-12
2023-06-30	$3,441,691	23,664	+4.8%	Shares	Sole	2023-07-19
2023-03-31	$2,942,138	22,578	-1.5%	Shares	Sole	2023-04-24
2022-12-31	$3,072,633	22,913	+1.8%	Shares	Sole	2023-01-18
2022-09-30	$2,352,817	22,515	+2.9%	Shares	Sole	2022-10-19
2022-06-30	$2,464,469	21,885	+0.4%	Shares	Sole	2022-07-19
2022-03-31	$2,970,412	21,790	+0.2%	Shares	Sole	2022-05-03
2021-12-31	$3,443,478	21,746	-0.1%	Shares	Sole	2022-02-23
2021-09-30	$3,562,711	21,765	+1.7%	Shares	Sole	2021-10-20
2021-06-30	$3,330,266	21,411	-1.2%	Shares	Sole	2021-07-29
2021-03-31	$3,298,062	21,665	-2.4%	Shares	Sole	2021-04-22
2020-12-31	$2,821,207	22,202	+0.5%	Shares	Sole	2021-02-03
2020-09-30	$2,126,507	22,089	+21.0%	Shares	Sole	2020-10-26
2020-06-30	$1,717,441	18,259	+0.4%	Shares	Sole	2020-07-30
2020-03-31	$1,637,735	18,191	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.