Empirical Wealth Management’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
Q2 | $29.6M | Buy |
90,555
+3,753
| +4% | +$1.17M | 0.43% | 43 |
|
|
2026
Q1 | $25.5M | Buy |
86,802
+5,403
| +7% | +$1.64M | 0.44% | 39 |
|
|
2025
Q4 | $26.2M | Buy |
81,399
+5,713
| +8% | +$1.77M | 0.47% | 39 |
|
|
2025
Q3 | $23.9M | Buy |
75,686
+7,281
| +11% | +$2.17M | 0.48% | 40 |
|
|
2025
Q2 | $19.8M | Buy |
68,405
+6,876
| +11% | +$1.75M | 0.45% | 43 |
|
|
2025
Q1 | $15.1M | Buy |
61,529
+34,686
| +129% | +$8.84M | 0.39% | 50 |
|
|
2024
Q4 | $6.43M | Buy |
26,843
+4,116
| +18% | +$959K | 0.17% | 103 |
|
|
2024
Q3 | $4.79M | Buy |
22,727
+2,675
| +13% | +$563K | 0.13% | 118 |
|
|
2024
Q2 | $4.06M | Buy |
20,052
+1,827
| +10% | +$357K | 0.12% | 124 |
|
|
2024
Q1 | $3.65M | Sell |
18,225
-40
| -0.2% | -$7.22K | 0.11% | 128 |
|
|
2023
Q4 | $3.11M | Buy |
18,265
+1,470
| +9% | +$223K | 0.1% | 131 |
|
|
2023
Q3 | $2.44M | Sell |
16,795
-1,421
| -8% | -$213K | 0.1% | 140 |
|
|
2023
Q2 | $2.65M | Buy |
18,216
+3,165
| +21% | +$435K | 0.11% | 128 |
|
|
2023
Q1 | $1.96M | Sell |
15,051
-709
| -4% | -$97.1K | 0.09% | 142 |
|
|
2022
Q4 | $2.11M | Buy |
15,760
+123
| +0.8% | +$15.6K | 0.1% | 130 |
|
|
2022
Q3 | $1.63M | Sell |
15,637
-1,852
| -11% | -$213K | 0.09% | 145 |
|
|
2022
Q2 | $1.97M | Buy |
17,489
+7,091
| +68% | +$879K | 0.1% | 129 |
|
|
2022
Q1 | $1.42M | Sell |
10,398
-2,407
| -19% | -$355K | 0.07% | 173 |
|
|
2021
Q4 | $2.03M | Buy |
12,805
+3,189
| +33% | +$524K | 0.1% | 129 |
|
|
2021
Q3 | $1.57M | Buy |
9,616
+200
| +2% | +$31.4K | 0.09% | 137 |
|
|
2021
Q2 | $1.47M | Buy |
9,416
+2,444
| +35% | +$384K | 0.09% | 140 |
|
|
2021
Q1 | $1.06M | Buy |
6,972
+1,708
| +32% | +$246K | 0.09% | 150 |
|
|
2020
Q4 | $669K | Sell |
5,264
-31,560
| -86% | -$3.53M | 0.05% | 202 |
|
|
2020
Q3 | $3.54M | Buy |
36,824
+29,382
| +395% | +$2.89M | 0.3% | 54 |
|
|
2020
Q2 | $700K | Sell |
7,442
-501
| -6% | -$47.5K | 0.07% | 168 |
|
|
2020
Q1 | $715K | Sell |
7,943
-597
| -7% | -$72.5K | 0.08% | 141 |
|
|
2019
Q4 | $1.19M | Buy |
8,540
+1,443
| +20% | +$185K | 0.13% | 113 |
|
|
2019
Q3 | $835K | Sell |
7,097
-966
| -12% | -$109K | 0.1% | 126 |
|
|
2019
Q2 | $901K | Sell |
8,063
-328
| -4% | -$36.2K | 0.12% | 108 |
|
|
2019
Q1 | $849K | Buy |
8,391
+1,122
| +15% | +$116K | 0.12% | 105 |
|
|
2018
Q4 | $710K | Buy |
7,269
+871
| +14% | +$92.8K | 0.12% | 101 |
|
|
2018
Q3 | $722K | Buy |
6,398
+257
| +4% | +$29.2K | 0.13% | 92 |
|
|
2018
Q2 | $640K | Buy |
6,141
+266
| +5% | +$29.2K | 0.12% | 92 |
|
|
2018
Q1 | $646K | Buy |
5,875
+1,223
| +26% | +$138K | 0.13% | 88 |
|
|
2017
Q4 | $497K | Buy |
4,652
+1,031
| +28% | +$104K | 0.11% | 89 |
|
|
2017
Q3 | $346K | Buy |
3,621
+136
| +4% | +$12.5K | 0.08% | 100 |
|
|
2017
Q2 | $319K | Buy |
3,485
+696
| +25% | +$60.1K | 0.08% | 104 |
|
|
2017
Q1 | $245K | Buy |
2,789
+52
| +2% | +$4.59K | 0.06% | 113 |
|
|
2016
Q4 | $236K | Buy |
+2,737
| New | +$209K | 0.06% | 115 |
|
Other funds holding JPM
RG
TWC
ATO
Empirical Wealth Management's JPM Position: Q2 2026 in Review
Empirical Wealth Management increased its JPMorgan Chase (JPM) stake by 4.3% in Q2 2026, buying an estimated $1.17M and bringing the position to 90,555 shares worth $29.6M. The position accounts for 0.43% of the portfolio, ranked #43.
Empirical Wealth Management first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Empirical Wealth Management held 90,555 shares of JPMorgan Chase worth $29.6M as of Q2 2026.
- Empirical Wealth Management bought 3,753 JPMorgan Chase shares in Q2 2026, an estimated $1.17M.
- JPMorgan Chase made up 0.43% of Empirical Wealth Management's portfolio in Q2 2026, its #43 holding.
- Empirical Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
- 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.