Empirical Asset Management’s JPMorgan Chase JPM Stock Holding History

Empirical Asset Management’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	$4.31M	Sell	13,153 -539	-4%	-$167K	0.97%	12
2026 Q1	$4.03M	Sell	13,692 -4,588	-25%	-$1.39M	1.06%	10
2025 Q4	$4.45M	Sell	18,280 -612	-3%	-$189K	1.26%	11
2025 Q3	$4.55M	Buy	18,892 +4,874	+35%	+$1.45M	1.26%	10
2025 Q2	$4.06M	Buy	14,018 +52	+0.4%	+$13.3K	1.26%	11
2025 Q1	$3.43M	Sell	13,966 -198,068	-93%	-$50.5M	1.17%	12
2024 Q4	$3.41M	Buy	212,034 +190,011	+863%	+$44.3M	1.13%	12
2024 Q3	$2.99M	Sell	22,023 -79	-0.4%	-$16.6K	1.07%	12
2024 Q2	$2.89M	Buy	22,102 +4,488	+25%	+$877K	1.09%	12
2024 Q1	$2.24M	Buy	17,614 +16,190	+1,137%	+$2.92M	1.08%	14
2023 Q4	$242K	Buy	1,424 +4	+0.3%	+$606	0.2%	154
2023 Q3	$206K	Buy	+1,420	New	+$213K	0.18%	154
2023 Q1	–	Sell	-10,735	Closed	-$130K	–	180
2022 Q4	$130K	Buy	+10,735	New	+$1.36M	0.14%	147

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 $3.37T AUM 44.26% 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

Empirical Asset Management's JPM Position: Q2 2026 in Review

Empirical Asset Management reduced its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, selling an estimated $167K and leaving 13,153 shares worth $4.31M. The position accounts for 0.97% of the portfolio, ranked #12.

Empirical Asset Management first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.55M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Empirical Asset Management held 13,153 shares of JPMorgan Chase worth $4.31M as of Q2 2026.
Empirical Asset Management sold 539 JPMorgan Chase shares in Q2 2026, an estimated $167K.
JPMorgan Chase made up 0.97% of Empirical Asset Management's portfolio in Q2 2026, its #12 holding.
Empirical Asset Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
Empirical Asset Management's JPMorgan Chase position peaked at $4.55M in Q3 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.