Empirical Finance’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.5M | Sell |
100,238
-258
| -0.3% | -$78.3K | 1.39% | 11 |
|
|
2025
Q4 | $32.4M | Sell |
100,496
-4,923
| -5% | -$1.52M | 1.54% | 10 |
|
|
2025
Q3 | $33.3M | Buy |
105,419
+905
| +0.9% | +$269K | 1.58% | 10 |
|
|
2025
Q2 | $30.3M | Buy |
104,514
+3,615
| +4% | +$923K | 1.59% | 9 |
|
|
2025
Q1 | $24.8M | Buy |
100,899
+1,054
| +1% | +$269K | 1.49% | 9 |
|
|
2024
Q4 | $23.9M | Sell |
99,845
-1,432
| -1% | -$334K | 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% | -$1.42M | 1.25% | 11 |
|
|
2024
Q1 | $21.3M | Buy |
106,367
+3,490
| +3% | +$630K | 1.31% | 11 |
|
|
2023
Q4 | $17.5M | Buy |
102,877
+520
| +0.5% | +$78.8K | 1.22% | 12 |
|
|
2023
Q3 | $14.8M | Buy |
102,357
+9,661
| +10% | +$1.45M | 1.09% | 17 |
|
|
2023
Q2 | $13.5M | Buy |
92,696
+9,736
| +12% | +$1.34M | 1.04% | 18 |
|
|
2023
Q1 | $10.8M | Buy |
82,960
+3,829
| +5% | +$525K | 1.01% | 18 |
|
|
2022
Q4 | $10.6M | Buy |
79,131
+5,981
| +8% | +$758K | 1.1% | 16 |
|
|
2022
Q3 | $7.64M | Buy |
73,150
+11,575
| +19% | +$1.33M | 0.91% | 18 |
|
|
2022
Q2 | $6.93M | Buy |
61,575
+3,264
| +6% | +$404K | 0.88% | 20 |
|
|
2022
Q1 | $7.95M | Buy |
58,311
+5,905
| +11% | +$872K | 0.89% | 19 |
|
|
2021
Q4 | $8.3M | Buy |
52,406
+13,406
| +34% | +$2.2M | 0.98% | 18 |
|
|
2021
Q3 | $6.38M | Buy |
39,000
+2,098
| +6% | +$329K | 0.96% | 16 |
|
|
2021
Q2 | $5.74M | Buy |
36,902
+5,273
| +17% | +$828K | 0.94% | 16 |
|
|
2021
Q1 | $4.02M | Hold |
31,629
| – | – | 0.71% | 21 |
|
|
2020
Q4 | $4.02M | Buy |
31,629
+5,320
| +20% | +$595K | 0.71% | 21 |
|
|
2020
Q3 | $2.53M | Buy |
26,309
+4,908
| +23% | +$482K | 0.54% | 34 |
|
|
2020
Q2 | $2.01M | Buy |
21,401
+2,555
| +14% | +$242K | 0.52% | 37 |
|
|
2020
Q1 | $1.7M | Buy |
18,846
+6,469
| +52% | +$786K | 0.53% | 39 |
|
|
2019
Q4 | $1.73M | Buy |
12,377
+4,393
| +55% | +$563K | 0.42% | 39 |
|
|
2019
Q3 | $940K | Buy |
7,984
+137
| +2% | +$15.5K | 0.26% | 86 |
|
|
2019
Q2 | $877K | Sell |
7,847
-157
| -2% | -$17.3K | 0.24% | 85 |
|
|
2019
Q1 | $810K | Buy |
8,004
+1,825
| +30% | +$188K | 0.21% | 103 |
|
|
2018
Q4 | $603K | Sell |
6,179
-618
| -9% | -$65.8K | 0.18% | 100 |
|
|
2018
Q3 | $767K | Buy |
6,797
+752
| +12% | +$85.4K | 0.19% | 88 |
|
|
2018
Q2 | $630K | Sell |
6,045
-1,959
| -24% | -$215K | 0.16% | 83 |
|
|
2018
Q1 | $810K | Buy |
+8,004
| New | +$906K | 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 | +$326K | 0.13% | 97 |
|
|
2017
Q1 | – | Sell |
-1,668
| Closed | -$144K | – | 330 |
|
|
2016
Q4 | $144K | Buy |
+1,668
| New | +$127K | 0.1% | 71 |
|
Other funds holding JPM
VCM
VPM
Empirical Finance's JPM Position: Q1 2026 in Review
Empirical Finance reduced its JPMorgan Chase (JPM) stake by 0.26% in Q1 2026, selling an estimated $78.3K and leaving 100,238 shares worth $29.5M. The position accounts for 1.39% of the portfolio, ranked #11.
Empirical Finance first reported a position in JPM in Q4 2016 and has held it in 36 quarters since. The position peaked at $33.3M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Empirical Finance held 100,238 shares of JPMorgan Chase worth $29.5M as of Q1 2026.
- Empirical Finance sold 258 JPMorgan Chase shares in Q1 2026, an estimated $78.3K.
- JPMorgan Chase made up 1.39% of Empirical Finance's portfolio in Q1 2026, its #11 holding.
- Empirical Finance first reported a position in JPMorgan Chase in Q4 2016 and has held it in 36 quarters since.
- Empirical Finance's JPMorgan Chase position peaked at $33.3M in Q3 2025.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.