Empirical Asset Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1926596 WELLESLEY, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,305,371

+$277,733 QoQ

Shares Held

13,153

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#2,239

of 5,056 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Empirical Asset Management, LLC holds $8,770,247 across 7 Banks - Diversified names. JPM ranks #1 (49.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,153	$4,305,371
2	BAC	Bank Of America Corp /De/	20,396	$1,162,164
3	C	Citigroup Inc	7,798	$1,091,408
4	WFC	Wells Fargo & Company/Mn	13,130	$1,085,063
5	TD	Toronto Dominion Bank	4,747	$576,428
6	BMO	Bank Of Montreal /Can/	1,793	$316,823
7	CM	Canadian Imperial Bank Of Commerce /Can/	2,026	$232,990

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,305,371	13,153	-3.9%	Shares	Sole	2026-08-10
2026-03-31	$4,027,638	13,692	-25.1%	Shares	Sole	2026-05-11
2025-12-31	$5,890,181	18,280	-3.2%	Shares	Sole	2026-02-06
2025-09-30	$5,959,103	18,892	+34.8%	Shares	Sole	2025-11-12
2025-06-30	$4,063,958	14,018	+0.4%	Shares	Sole	2025-07-29
2025-03-31	$3,425,859	13,966	-93.4%	Shares	Sole	2025-05-12
2024-12-31	$3,413,258	212,034	+862.8%	Shares	Sole	2025-01-15
2024-09-30	$4,643,769	22,023	-0.4%	Shares	Sole	2024-10-11
2024-06-30	$4,470,350	22,102	+25.5%	Shares	Sole	2024-08-12
2024-03-31	$3,528,084	17,614	+1136.9%	Shares	Sole	2024-05-10
2023-12-31	$242,222	1,424	+0.3%	Shares	Sole	2024-01-12
2023-09-30	$205,928	1,420	-86.8%	Shares	Sole	2023-11-01
2022-12-31	$130,106	10,735	—	Shares	Sole	2023-01-31
No filing history on record for this holder in this stock.