A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 20,052 shares of JPM stock, worth $4.15 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
20,052
Previous 18,225 10.02%
Holding current value
$4.15 Million
Previous $3.65 Million 11.1%
% of portfolio
0.12%
Previous 0.11%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $329,006 - $374,151
1,827 Added 10.02%
20,052 $4.06 Million
Q1 2024

May 06, 2024

SELL
$167.09 - $200.3 $6,683 - $8,012
-40 Reduced 0.22%
18,225 $3.65 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $199,464 - $250,341
1,470 Added 8.75%
18,265 $3.11 Million
Q3 2023

Nov 02, 2023

SELL
$143.21 - $158.0 $203,501 - $224,518
-1,421 Reduced 7.8%
16,795 $2.44 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $403,442 - $460,317
3,165 Added 21.03%
18,216 $2.65 Million
Q1 2023

May 09, 2023

SELL
$124.91 - $143.8 $88,561 - $101,954
-709 Reduced 4.5%
15,051 $1.96 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $12,541 - $16,954
123 Added 0.79%
15,760 $2.11 Million
Q3 2022

Nov 02, 2022

SELL
$20.73 - $120.58 $38,391 - $223,314
-1,852 Reduced 10.59%
15,637 $1.63 Million
Q2 2022

Aug 02, 2022

BUY
$112.61 - $135.91 $798,517 - $963,737
7,091 Added 68.2%
17,489 $1.97 Million
Q1 2022

May 13, 2022

SELL
$128.3 - $168.44 $308,818 - $405,435
-2,407 Reduced 18.8%
10,398 $1.42 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $490,914 - $547,806
3,189 Added 33.16%
12,805 $2.03 Million
Q3 2021

Nov 02, 2021

BUY
$146.97 - $166.98 $29,394 - $33,396
200 Added 2.12%
9,616 $1.57 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $360,172 - $406,779
2,444 Added 35.05%
9,416 $1.47 Million
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $214,610 - $269,266
1,708 Added 32.45%
6,972 $1.06 Million
Q4 2020

Feb 12, 2021

SELL
$96.54 - $127.07 $3.05 Million - $4.01 Million
-31,560 Reduced 85.7%
5,264 $669,000
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $2.68 Million - $3.05 Million
29,382 Added 394.81%
36,824 $3.55 Million
Q2 2020

Aug 12, 2020

SELL
$84.03 - $113.45 $42,099 - $56,838
-501 Reduced 6.31%
7,442 $700,000
Q1 2020

May 11, 2020

SELL
$79.03 - $141.09 $47,180 - $84,230
-597 Reduced 6.99%
7,943 $715,000
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $161,356 - $201,154
1,443 Added 20.33%
8,540 $1.19 Million
Q3 2019

Nov 13, 2019

SELL
$104.8 - $120.23 $101,236 - $116,142
-966 Reduced 11.98%
7,097 $835,000
Q2 2019

Aug 12, 2019

SELL
$104.64 - $116.12 $34,321 - $38,087
-328 Reduced 3.91%
8,063 $901,000
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $108,957 - $120,267
1,122 Added 15.44%
8,391 $849,000
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $80,253 - $100,443
871 Added 13.61%
7,269 $710,000
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $26,627 - $30,487
257 Added 4.18%
6,398 $722,000
Q2 2018

Aug 13, 2018

BUY
$103.24 - $114.29 $27,461 - $30,401
266 Added 4.53%
6,141 $640,000
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $53,505 - $59,385
500 Added 9.3%
5,875 $646,000
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $77,368 - $85,870
723 Added 15.54%
5,375 $646,000
Q4 2017

Feb 12, 2018

BUY
$95.86 - $107.83 $98,831 - $111,172
1,031 Added 28.47%
4,652 $497,000
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $12,025 - $12,989
136 Added 3.9%
3,621 $346,000
Q2 2017

Aug 10, 2017

BUY
N/A
3,485
3,485 $319,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $607B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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