Empirical Financial Services, LLC D.b.a. Empirical Wealth Management / JPM
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s Jpmorgan Chase & Co Position
Does Empirical Financial Services, LLC D.b.a. Empirical Wealth Management own Jpmorgan Chase & Co (JPM)? Yes — 86.8K shares worth $26M (+0.44% of its 13F portfolio) as of Q1 2026, up from 81.4K shares the prior filed quarter.
Position Value
$26M
Q1 2026
Shares
86.8K
% of Portfolio
+0.44%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 86.8K | $26M | +0.44% |
| Q4 2025 | 81.4K | $26M | +0.47% |
| Q3 2025 | 75.7K | $24M | +0.48% |
| Q2 2025 | 68.4K | $20M | +0.45% |
| Q1 2025 | 61.5K | $15M | +0.39% |
| Q4 2024 | 26.8K | $6M | +0.17% |
| Q3 2024 | 22.7K | $5M | +0.13% |
| Q2 2024 | 20.1K | $4M | +0.12% |
| Q1 2024 | 18.2K | $4M | +0.11% |
| Q4 2023 | 18.3K | $3M | +0.10% |
| Q3 2023 | 16.8K | $2M | +0.10% |
| Q2 2023 | 18.2K | $3M | +0.11% |
| Q1 2023 | 15.1K | $2M | +0.09% |
| Q4 2022 | 15.8K | $2M | +0.10% |
| Q3 2022 | 15.6K | $2M | +0.09% |
| Q2 2022 | 17.5K | $2M | +0.10% |
| Q1 2022 | 10.4K | $1M | +0.07% |
| Q4 2021 | 12.8K | $2M | +0.10% |
| Q3 2021 | 9.6K | $2M | +0.09% |
| Q2 2021 | 9.4K | $1M | +0.09% |
| Q1 2021 | 7.0K | $1M | +0.08% |
| Q4 2020 | 5.3K | $669,000 | +0.05% |
| Q3 2020 | 36.8K | $4M | +0.30% |
| Q2 2020 | 7.4K | $700,000 | +0.07% |
| Q1 2020 | 7.9K | $715,000 | +0.08% |
| Q4 2019 | 8.5K | $1M | +0.13% |
| Q3 2019 | 7.1K | $835,000 | +0.10% |
| Q2 2019 | 8.1K | $901,000 | +0.12% |
| Q1 2019 | 8.4K | $849,000 | +0.12% |
| Q4 2018 | 7.3K | $710,000 | +0.12% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s full portfolio or all institutional holders of JPM.