Empire Financial Management Company’s JPMorgan Chase JPM Stock Holding History

Empire Financial Management Company’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.78M	Sell	26,831 -12,410	-32%	-$3.85M	3.48%	2
2026 Q1	$11.5M	Sell	39,241 -370	-0.9%	-$112K	2.61%	4
2025 Q4	$12.8M	Sell	39,611 -338	-0.8%	-$105K	2.77%	6
2025 Q3	$12.6M	Buy	39,949 +130	+0.3%	+$38.7K	2.89%	5
2025 Q2	$11.5M	Sell	39,819 -20	-0.1%	-$5.1K	3.33%	3
2025 Q1	$9.77M	Buy	39,839 +826	+2%	+$211K	3.02%	3
2024 Q4	$9.35M	Buy	39,013 +189	+0.5%	+$44K	2.92%	4
2024 Q3	$8.19M	Sell	38,824 -561	-1%	-$118K	2.52%	5
2024 Q2	$7.97M	Buy	39,385 +633	+2%	+$124K	2.63%	5
2024 Q1	$7.76M	Buy	38,752 +777	+2%	+$140K	2.57%	4
2023 Q4	$6.46M	Buy	37,975 +315	+0.8%	+$47.7K	2.53%	4
2023 Q3	$5.46M	Sell	37,660 -3,959	-10%	-$593K	2.38%	6
2023 Q2	$6.05M	Buy	41,619 +66	+0.2%	+$9.08K	2.41%	4
2023 Q1	$5.41M	Buy	+41,553	New	+$5.69M	2.21%	4

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Empire Financial Management Company's JPM Position: Q2 2026 in Review

Empire Financial Management Company reduced its JPMorgan Chase (JPM) stake by 32% in Q2 2026, selling an estimated $3.85M and leaving 26,831 shares worth $8.78M. The position accounts for 3.48% of the portfolio, ranked #2.

Empire Financial Management Company first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.8M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Empire Financial Management Company held 26,831 shares of JPMorgan Chase worth $8.78M as of Q2 2026.
Empire Financial Management Company sold 12,410 JPMorgan Chase shares in Q2 2026, an estimated $3.85M.
JPMorgan Chase made up 3.48% of Empire Financial Management Company's portfolio in Q2 2026, its #2 holding.
Empire Financial Management Company first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
Empire Financial Management Company's JPMorgan Chase position peaked at $12.8M in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.