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Empirical Wealth Management’s JPMorgan Chase JPM Stock Holding History

Empirical Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-100
Closed -$9K – 354
2020
Q2 		$9K Buy
+100
New +$9.49K ﹤0.01% 329

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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.