Skip to content
Disclosery

Essex LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex LLC on JPM, newest first. How the timeline and the estimate are built.

Essex LLC held 30,678 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,678 shares
    Change vs previous 13F -2,114 shares

    1.52% of the 13F portfolio, value $10,041,887.

    13F-HR 0001889147-26-000003 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,792 shares
    Change vs previous 13F -444 shares

    1.7% of the 13F portfolio, value $9,645,982.

    13F-HR 0001889147-26-000002 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,236 shares
    Change vs previous 13F +576 shares

    1.9% of the 13F portfolio, value $10,709,439.

    13F-HR 0001889147-26-000001 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,660 shares
    Change vs previous 13F -619 shares

    1.87% of the 13F portfolio, value $10,302,090.

    13F-HR 0001889147-25-000009 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,279 shares
    Change vs previous 13F -992 shares

    1.9% of the 13F portfolio, value $9,647,795.

    13F-HR 0001889147-25-000005 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,271 shares
    Change vs previous 13F -1,187 shares

    1.82% of the 13F portfolio, value $8,406,690.

    13F-HR 0001889147-25-000004 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,458 shares
    Change vs previous 13F -2,026 shares

    1.78% of the 13F portfolio, value $8,499,562.

    13F-HR 0001889147-25-000001 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 37,484 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $7,903,930.

    13F-HR 0001889147-24-000010 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).