Empirical Finance, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1572838 NEWTOWN SQUARE, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$33,816,789

+$4,330,779 QoQ

Shares Held

103,311

+3.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#741

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Empirical Finance, LLC holds $71,093,078 across 5 Banks - Diversified names. JPM ranks #1 (47.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	103,311	$33,816,789
2	BAC	Bank Of America Corp /De/	240,618	$13,710,413
3	WFC	Wells Fargo & Company/Mn	125,751	$10,392,062
4	C	Citigroup Inc	67,145	$9,397,614
5	BNY	Bank of New York Mellon Corp	26,113	$3,776,200

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,816,789	103,311	+3.1%	Shares	Sole	2026-08-14
2026-03-31	$29,486,010	100,238	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$32,381,821	100,496	-4.7%	Shares	Sole	2026-02-12
2025-09-30	$33,252,315	105,419	+0.9%	Shares	Sole	2025-11-13
2025-06-30	$30,299,653	104,514	+3.6%	Shares	Sole	2025-08-11
2025-03-31	$24,750,524	100,899	+1.1%	Shares	Sole	2025-05-07
2024-12-31	$23,933,844	99,845	-1.4%	Shares	Sole	2025-01-28
2024-09-30	$21,355,268	101,277	+2.2%	Shares	Sole	2024-11-06
2024-06-30	$20,048,617	99,123	-6.8%	Shares	Sole	2024-07-30
2024-03-31	$21,305,310	106,367	+3.4%	Shares	Sole	2024-05-06
2023-12-31	$17,499,377	102,877	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$14,843,812	102,357	+10.4%	Shares	Sole	2023-11-02
2023-06-30	$13,481,706	92,696	+11.7%	Shares	Sole	2023-07-27
2023-03-31	$10,810,517	82,960	+4.8%	Shares	Sole	2023-04-05
2022-12-31	$10,611,467	79,131	+8.2%	Shares	Sole	2023-02-21
2022-09-30	$7,644,175	73,150	+18.8%	Shares	Sole	2022-11-04
2022-06-30	$6,933,960	61,575	+5.6%	Shares	Sole	2022-08-01
2022-03-31	$7,948,955	58,311	+11.3%	Shares	Sole	2022-04-21
2021-12-31	$8,298,490	52,406	+34.4%	Shares	Sole	2022-02-04
2021-09-30	$6,383,910	39,000	+23.3%	Shares	Sole	2021-11-12
2021-06-30	$4,919,574	31,629	0.0%	Shares	Sole	2021-08-04
2021-03-31	$4,814,882	31,629	0.0%	Shares	Sole	2021-05-13
2020-12-31	$4,019,097	31,629	+20.2%	Shares	Sole	2021-02-02
2020-09-30	$2,532,767	26,309	+59.9%	Shares	Sole	2020-10-28
2020-06-30	$1,547,475	16,452	-12.7%	Shares	Sole	2020-07-20
2020-03-31	$1,696,705	18,846	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.