Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

JPMorgan Chase & Co. shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 76k 315.43
2025-06-30 $20M 68k 289.91
2025-03-31 $15M 62k 245.31
2024-12-31 $6.4M 27k 239.71
2024-09-30 $4.8M 23k 210.86
2024-06-30 $4.1M 20k 202.26
2024-03-31 $3.7M 18k 200.30
2023-12-31 $3.1M 18k 170.10
2023-09-30 $2.4M 17k 145.02
2023-06-30 $2.6M 18k 145.44
2023-03-31 $2.0M 15k 130.31
2022-12-31 $2.1M 16k 134.10
2022-09-30 $1.6M 16k 104.50
2022-06-30 $2.0M 18k 112.59
2022-03-31 $1.4M 10k 136.28
2021-12-31 $2.0M 13k 158.38
2021-09-30 $1.6M 9.6k 163.69
2021-06-30 $1.5M 9.4k 155.59
2021-03-31 $1.1M 7.0k 152.18
2020-12-31 $669k 5.3k 127.09
2020-09-30 $3.5M 37k 96.27
2020-06-30 $709k 7.5k 94.06
2020-03-31 $715k 7.9k 90.02
2019-12-31 $1.2M 8.5k 139.34
2019-09-30 $835k 7.1k 117.66
2019-06-30 $901k 8.1k 111.75
2019-03-31 $849k 8.4k 101.18
2018-12-31 $710k 7.3k 97.68
2018-09-30 $722k 6.4k 112.85
2018-06-30 $640k 6.1k 104.22
2018-03-31 $646k 5.4k 120.19
2017-12-31 $497k 4.7k 106.84
2017-09-30 $346k 3.6k 95.55
2017-06-30 $319k 3.5k 91.54
2017-03-31 $245k 2.8k 87.85
2016-12-31 $236k 2.7k 86.23

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
Meta Platforms Cl A (META)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.