SEC 13F Intelligence

Empirical Finance, LLC / JPM

Empirical Finance, LLC’s Jpmorgan Chase & Co Position

Does Empirical Finance, LLC own Jpmorgan Chase & Co (JPM)? Yes100.2K shares worth $29M (+1.39% of its 13F portfolio) as of Q1 2026, down from 100.5K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
100.2K
% of Portfolio
+1.39%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $603,000Q4 ’18Q1 ’19: $810,000Q2 ’19: $877,000Q3 ’19: $940,000Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $4MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $10MQ3 ’21: $6MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $8MQ4 ’22: $11MQ4 ’22Q1 ’23: $11MQ2 ’23: $13MQ3 ’23: $15MQ4 ’23: $17MQ4 ’23Q1 ’24: $21MQ2 ’24: $20MQ3 ’24: $21MQ4 ’24: $24MQ4 ’24Q1 ’25: $25MQ2 ’25: $30MQ3 ’25: $33MQ4 ’25: $32MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.2K$29M+1.39%
Q4 2025100.5K$32M+1.54%
Q3 2025105.4K$33M+1.58%
Q2 2025104.5K$30M+1.59%
Q1 2025100.9K$25M+1.49%
Q4 202499.8K$24M+1.38%
Q3 2024101.3K$21M+1.25%
Q2 202499.1K$20M+1.25%
Q1 2024106.4K$21M+1.31%
Q4 2023102.9K$17M+1.22%
Q3 2023102.4K$15M+1.09%
Q2 202392.7K$13M+1.04%
Q1 202383.0K$11M+1.01%
Q4 202279.1K$11M+1.10%
Q3 202273.2K$8M+0.91%
Q2 202261.6K$7M+0.88%
Q1 202258.3K$8M+0.89%
Q4 202152.4K$8M+0.98%
Q3 202139.0K$6M+0.96%
Q2 202168.5K$10M+0.83%
Q1 202131.6K$4M+0.71%
Q4 202031.6K$4M+0.71%
Q3 202026.3K$3M+0.54%
Q2 202037.9K$4M+0.55%
Q1 202018.8K$2M+0.53%
Q4 201912.4K$2M+0.42%
Q3 20198.0K$940,000+0.26%
Q2 20197.8K$877,000+0.24%
Q1 20198.0K$810,000+0.21%
Q4 20186.2K$603,000+0.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Empirical Finance, LLC’s full portfolio or all institutional holders of JPM.