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Disclosery

Essex Financial Services, Inc.: JPM position timeline

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

Essex Financial Services, Inc. held 90,793 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,793 shares
    Change vs previous 13F -629 shares

    1.2% of the 13F portfolio, value $29,718,993.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 63,447 shares
    • Essex Bank: 27,346 shares

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

  2. period ended2026-03-31
    13F 91,422 shares
    Change vs previous 13F -1,437 shares

    1.2% of the 13F portfolio, value $26,892,389.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 63,938 shares
    • Essex Bank: 27,484 shares

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

  3. period ended2025-12-31
    13F 92,859 shares
    Change vs previous 13F +629 shares

    1.35% of the 13F portfolio, value $29,920,583.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 64,499 shares
    • Essex Bank: 28,360 shares

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

  4. period ended2025-09-30
    13F 92,230 shares
    Change vs previous 13F -2,104 shares

    1.37% of the 13F portfolio, value $29,091,915.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 64,159 shares
    • Essex Bank: 28,071 shares

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

  5. period ended2025-06-30
    13F 94,334 shares
    Change vs previous 13F -1,121 shares

    1.41% of the 13F portfolio, value $27,348,088.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 65,511 shares
    • Essex Bank: 28,823 shares

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

  6. period ended2025-03-31
    13F 95,455 shares
    Change vs previous 13F -1,309 shares

    1.3% of the 13F portfolio, value $23,414,972.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 66,238 shares
    • Essex Bank: 29,217 shares

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

  7. period ended2024-12-31
    13F 96,764 shares
    Change vs previous 13F +1,288 shares

    1.27% of the 13F portfolio, value $23,195,262.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 68,188 shares
    • Essex Bank: 28,576 shares

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

  8. period ended2024-09-30
    13F 95,476 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $21,012,068.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 66,592 shares
    • Essex Bank: 28,884 shares

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