EAM
Empirical Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
14,018
+52
| +0.4% | +$15.1K | 1.26% | 11 |
|
|
2025
Q1 | $3.43M | Sell |
13,966
-198,068
| -93% | -$48.6M | 1.17% | 12 |
|
|
2024
Q4 | $3.41M | Buy |
212,034
+190,011
| +863% | +$3.06M | 1.13% | 12 |
|
|
2024
Q3 | $2.99M | Sell |
22,023
-79
| -0.4% | -$10.7K | 1.07% | 12 |
|
|
2024
Q2 | $2.89M | Buy |
22,102
+4,488
| +25% | +$586K | 1.09% | 12 |
|
|
2024
Q1 | $2.24M | Buy |
17,614
+16,190
| +1,137% | +$2.06M | 1.08% | 14 |
|
|
2023
Q4 | $242K | Buy |
1,424
+4
| +0.3% | +$681 | 0.2% | 154 |
|
|
2023
Q3 | $206K | Buy |
+1,420
| New | +$206K | 0.18% | 154 |
|
|
2023
Q1 | – | Sell |
-10,735
| Closed | -$130K | – | 180 |
|
|
2022
Q4 | $130K | Buy |
+10,735
| New | +$130K | 0.14% | 147 |
|