EWM
Empirical Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Buy |
68,405
+6,876
| +11% | +$1.99M | 0.45% | 43 |
|
|
2025
Q1 | $15.1M | Buy |
61,529
+34,686
| +129% | +$8.51M | 0.39% | 50 |
|
|
2024
Q4 | $6.43M | Buy |
26,843
+4,116
| +18% | +$987K | 0.17% | 102 |
|
|
2024
Q3 | $4.79M | Buy |
22,727
+2,675
| +13% | +$564K | 0.13% | 117 |
|
|
2024
Q2 | $4.06M | Buy |
20,052
+1,827
| +10% | +$370K | 0.12% | 123 |
|
|
2024
Q1 | $3.65M | Sell |
18,225
-40
| -0.2% | -$8.01K | 0.11% | 127 |
|
|
2023
Q4 | $3.11M | Buy |
18,265
+1,470
| +9% | +$250K | 0.1% | 130 |
|
|
2023
Q3 | $2.44M | Sell |
16,795
-1,421
| -8% | -$206K | 0.1% | 139 |
|
|
2023
Q2 | $2.65M | Buy |
18,216
+3,165
| +21% | +$460K | 0.11% | 127 |
|
|
2023
Q1 | $1.96M | Sell |
15,051
-709
| -4% | -$92.4K | 0.09% | 142 |
|
|
2022
Q4 | $2.11M | Buy |
15,760
+123
| +0.8% | +$16.5K | 0.1% | 130 |
|
|
2022
Q3 | $1.63M | Sell |
15,637
-1,852
| -11% | -$194K | 0.09% | 145 |
|
|
2022
Q2 | $1.97M | Buy |
17,489
+7,091
| +68% | +$798K | 0.1% | 129 |
|
|
2022
Q1 | $1.42M | Sell |
10,398
-2,407
| -19% | -$328K | 0.07% | 173 |
|
|
2021
Q4 | $2.03M | Buy |
12,805
+3,189
| +33% | +$505K | 0.1% | 129 |
|
|
2021
Q3 | $1.57M | Buy |
9,616
+200
| +2% | +$32.7K | 0.09% | 137 |
|
|
2021
Q2 | $1.47M | Buy |
9,416
+2,444
| +35% | +$380K | 0.09% | 140 |
|
|
2021
Q1 | $1.06M | Buy |
6,972
+1,708
| +32% | +$260K | 0.09% | 149 |
|
|
2020
Q4 | $669K | Sell |
5,264
-31,560
| -86% | -$4.01M | 0.05% | 201 |
|
|
2020
Q3 | $3.55M | Buy |
36,824
+29,382
| +395% | +$2.83M | 0.3% | 54 |
|
|
2020
Q2 | $700K | Sell |
7,442
-501
| -6% | -$47.1K | 0.07% | 167 |
|
|
2020
Q1 | $715K | Sell |
7,943
-597
| -7% | -$53.7K | 0.08% | 138 |
|
|
2019
Q4 | $1.19M | Buy |
8,540
+1,443
| +20% | +$201K | 0.13% | 110 |
|
|
2019
Q3 | $835K | Sell |
7,097
-966
| -12% | -$114K | 0.1% | 124 |
|
|
2019
Q2 | $901K | Sell |
8,063
-328
| -4% | -$36.7K | 0.12% | 107 |
|
|
2019
Q1 | $849K | Buy |
8,391
+1,122
| +15% | +$114K | 0.12% | 105 |
|
|
2018
Q4 | $710K | Buy |
7,269
+871
| +14% | +$85.1K | 0.12% | 101 |
|
|
2018
Q3 | $722K | Buy |
6,398
+257
| +4% | +$29K | 0.13% | 92 |
|
|
2018
Q2 | $640K | Buy |
6,141
+266
| +5% | +$27.7K | 0.12% | 92 |
|
|
2018
Q1 | $646K | Buy |
5,875
+1,223
| +26% | +$134K | 0.13% | 88 |
|
|
2017
Q4 | $497K | Buy |
4,652
+1,031
| +28% | +$110K | 0.11% | 89 |
|
|
2017
Q3 | $346K | Buy |
3,621
+136
| +4% | +$13K | 0.08% | 100 |
|
|
2017
Q2 | $319K | Buy |
3,485
+696
| +25% | +$63.7K | 0.08% | 104 |
|
|
2017
Q1 | $245K | Buy |
2,789
+52
| +2% | +$4.57K | 0.06% | 113 |
|
|
2016
Q4 | $236K | Buy |
+2,737
| New | +$236K | 0.06% | 115 |
|