EF
Empirical Finance’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3M | Buy |
104,514
+3,615
| +4% | +$1.05M | 1.59% | 9 |
|
|
2025
Q1 | $24.8M | Buy |
100,899
+1,054
| +1% | +$259K | 1.49% | 9 |
|
|
2024
Q4 | $23.9M | Sell |
99,845
-1,432
| -1% | -$343K | 1.38% | 11 |
|
|
2024
Q3 | $21.4M | Buy |
101,277
+2,154
| +2% | +$454K | 1.25% | 12 |
|
|
2024
Q2 | $20M | Sell |
99,123
-7,244
| -7% | -$1.47M | 1.25% | 11 |
|
|
2024
Q1 | $21.3M | Buy |
106,367
+3,490
| +3% | +$699K | 1.31% | 11 |
|
|
2023
Q4 | $17.5M | Buy |
102,877
+520
| +0.5% | +$88.5K | 1.22% | 12 |
|
|
2023
Q3 | $14.8M | Buy |
102,357
+9,661
| +10% | +$1.4M | 1.09% | 17 |
|
|
2023
Q2 | $13.5M | Buy |
92,696
+9,736
| +12% | +$1.42M | 1.04% | 18 |
|
|
2023
Q1 | $10.8M | Buy |
82,960
+3,829
| +5% | +$499K | 1.01% | 18 |
|
|
2022
Q4 | $10.6M | Buy |
79,131
+5,981
| +8% | +$802K | 1.1% | 16 |
|
|
2022
Q3 | $7.64M | Buy |
73,150
+11,575
| +19% | +$1.21M | 0.91% | 18 |
|
|
2022
Q2 | $6.93M | Buy |
61,575
+3,264
| +6% | +$368K | 0.88% | 20 |
|
|
2022
Q1 | $7.95M | Buy |
58,311
+5,905
| +11% | +$805K | 0.89% | 19 |
|
|
2021
Q4 | $8.3M | Buy |
52,406
+13,406
| +34% | +$2.12M | 0.98% | 18 |
|
|
2021
Q3 | $6.38M | Buy |
39,000
+2,098
| +6% | +$343K | 0.96% | 16 |
|
|
2021
Q2 | $5.74M | Buy |
36,902
+5,273
| +17% | +$820K | 0.94% | 16 |
|
|
2021
Q1 | $4.02M | Hold |
31,629
| – | – | 0.71% | 21 |
|
|
2020
Q4 | $4.02M | Buy |
31,629
+5,320
| +20% | +$676K | 0.71% | 21 |
|
|
2020
Q3 | $2.53M | Buy |
26,309
+4,908
| +23% | +$473K | 0.54% | 34 |
|
|
2020
Q2 | $2.01M | Buy |
21,401
+2,555
| +14% | +$240K | 0.52% | 37 |
|
|
2020
Q1 | $1.7M | Buy |
18,846
+6,469
| +52% | +$583K | 0.53% | 39 |
|
|
2019
Q4 | $1.73M | Buy |
12,377
+4,393
| +55% | +$612K | 0.42% | 39 |
|
|
2019
Q3 | $940K | Buy |
7,984
+137
| +2% | +$16.1K | 0.26% | 86 |
|
|
2019
Q2 | $877K | Sell |
7,847
-157
| -2% | -$17.5K | 0.24% | 85 |
|
|
2019
Q1 | $810K | Buy |
8,004
+1,825
| +30% | +$185K | 0.21% | 103 |
|
|
2018
Q4 | $603K | Sell |
6,179
-618
| -9% | -$60.3K | 0.18% | 100 |
|
|
2018
Q3 | $767K | Buy |
6,797
+752
| +12% | +$84.9K | 0.19% | 88 |
|
|
2018
Q2 | $630K | Sell |
6,045
-1,959
| -24% | -$204K | 0.16% | 83 |
|
|
2018
Q1 | $810K | Buy |
+8,004
| New | +$810K | 0.21% | 103 |
|
|
2017
Q4 | – | Sell |
-3,774
| Closed | -$361K | – | 131 |
|
|
2017
Q3 | $361K | Hold |
3,774
| – | – | 0.12% | 100 |
|
|
2017
Q2 | $345K | Buy |
+3,774
| New | +$345K | 0.13% | 97 |
|
|
2017
Q1 | – | Sell |
-1,668
| Closed | -$144K | – | 328 |
|
|
2016
Q4 | $144K | Buy |
+1,668
| New | +$144K | 0.1% | 69 |
|