Essex LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1889147 DEER PARK, IL

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$10,041,829

+$395,735 QoQ

Shares Held

30,678

-6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.46%

of 13F equity value

Holder Rank

#1,444

of 5,056 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Essex LLC holds $10,286,759 across 2 Banks - Diversified names. JPM ranks #1 (97.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JPM	Jpmorgan Chase & Co This page	30,678	$10,041,829
2	C	Citigroup Inc	1,750	$244,930

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,041,829	30,678	-6.4%	Shares	Sole	2026-07-24
2026-03-31	$9,646,094	32,792	-1.3%	Shares	Sole	2026-04-24
2025-12-31	$10,709,303	33,236	+1.8%	Shares	Sole	2026-01-20
2025-09-30	$10,301,943	32,660	-1.9%	Shares	Sole	2025-10-23
2025-06-30	$9,647,914	33,279	-2.9%	Shares	Sole	2025-07-28
2025-03-31	$8,406,676	34,271	-3.3%	Shares	Sole	2025-04-25
2024-12-31	$8,499,637	35,458	-5.4%	Shares	Sole	2025-01-28
2024-09-30	$7,903,876	37,484	-1.9%	Shares	Sole	2024-10-18
2024-06-30	$7,731,793	38,227	+0.6%	Shares	Sole	2024-07-23
2024-03-31	$7,608,996	37,988	-1.2%	Shares	Sole	2024-05-03
2023-12-31	$6,541,365	38,456	+4.1%	Shares	Sole	2024-01-29
2023-09-30	$5,359,504	36,957	+5.0%	Shares	Sole	2023-10-16
2023-06-30	$5,117,160	35,184	-1.4%	Shares	Sole	2023-07-31
2023-03-31	$4,652,197	35,701	0.0%	Shares	Sole	2023-05-02
2022-12-31	$4,787,504	35,701	+3.0%	Shares	Sole	2023-01-31
2022-09-30	$3,620,507	34,646	+0.4%	Shares	Sole	2022-11-07
2022-06-30	$3,884,481	34,495	+2.8%	Shares	Sole	2022-08-01
2022-03-31	$4,575,580	33,565	+10.3%	Shares	Sole	2022-04-20
2021-12-31	$4,819,065	30,433	+3.4%	Shares	Sole	2022-01-28
2021-09-30	$4,816,905	29,427	—	Shares	Sole	2021-10-21
No filing history on record for this holder in this stock.