Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in JPM — Jpmorgan Chase & Co
CIK 1510434
Seattle, WA
Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$29,641,367
+$4,107,692 QoQ
Shares Held
90,555
+4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#61
of 862 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95.69543371431728.ToString("F0")%
Shared 0.ToString("F0")%
None 4.304566285682735.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2020CallValue
$9,406
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $77,962,110 across 19 Banks - Diversified names. JPM ranks #1 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
90,555 | $29,641,367 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
179,269 | $25,924,089 | |
| 3 | BAC |
Bank Of America Corp /De/
|
114,822 | $6,542,557 | |
| 4 | C |
Citigroup Inc
|
24,112 | $3,374,715 | |
| 5 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
56,231 | $3,345,744 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
35,315 | $2,918,431 | |
| 7 | SAN |
Banco Santander, S.A.
|
77,843 | $1,074,233 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
35,701 | $894,666 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,641,367 | 90,555 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $25,533,675 | 86,802 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,228,385 | 81,399 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $23,873,634 | 75,686 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,831,292 | 68,405 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $15,093,063 | 61,529 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $6,434,535 | 26,843 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $4,792,215 | 22,727 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,055,717 | 20,052 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,650,467 | 18,225 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,106,876 | 18,265 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,435,610 | 16,795 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,649,335 | 18,216 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,961,295 | 15,051 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,113,416 | 15,760 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,634,066 | 15,637 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,969,436 | 17,489 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,417,455 | 10,398 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,027,671 | 12,805 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,574,043 | 9,616 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,464,564 | 9,416 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,061,347 | 6,972 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $668,896 | 5,264 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,545,046 | 36,824 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $699,994 | 7,442 | Shares | Sole | 2020-08-12 | |
| 2020-06-30 | $9,406 | 100 | Call | Sole | 2020-08-12 | |
| 2020-03-31 | $715,108 | 7,943 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||