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.

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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

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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
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 5.9k 109.96
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

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NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

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

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.