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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Empire Financial Management Company's JPM Position: Q1 2026 in Review

Empire Financial Management Company reduced its JPMorgan Chase (JPM) stake by 0.93% in Q1 2026, selling an estimated $112K and leaving 39,241 shares worth $11.5M. The position accounts for 2.61% of the portfolio, ranked #4.

Empire Financial Management Company first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.8M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Empire Financial Management Company held 39,241 shares of JPMorgan Chase worth $11.5M as of Q1 2026.
  • Empire Financial Management Company sold 370 JPMorgan Chase shares in Q1 2026, an estimated $112K.
  • JPMorgan Chase made up 2.61% of Empire Financial Management Company's portfolio in Q1 2026, its #4 holding.
  • Empire Financial Management Company first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
  • Empire Financial Management Company's JPMorgan Chase position peaked at $12.8M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.