Essex Financial Services, Inc.: JPIE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on JPIE, newest first. How the timeline and the estimate are built.
Essex Financial Services, Inc. held 11,194 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 11,194 sharesChange vs previous 13F +6,816 shares
0.02% of the 13F portfolio, value $515,423.
13F-HR 0001999371-26-015645 filed by Essex Bank
Filed (acceptance time not in the bulk data set), ingested- Essex Financial Services, Inc.: 4,385 shares
- Essex Bank: 6,809 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,378 sharesChange vs previous 13F +4,378 shares
0.01% of the 13F portfolio, value $201,673.
13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -5,225 shares
13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 5,225 sharesChange vs previous 13F +75 shares
0.02% of the 13F portfolio, value $238,364.
13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,150 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $236,900.
13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).