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Disclosery

Empirical Asset Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Asset Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Empirical Asset Management, LLC held 13,153 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,153 shares
    Change vs previous 13F -539 shares

    0.97% of the 13F portfolio, value $4,305,389.

    13F-HR 0001951757-26-001200 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,692 shares
    Change vs previous 13F -4,588 shares

    1.06% of the 13F portfolio, value $4,027,547.

    13F-HR 0001951757-26-000815 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,280 shares
    Change vs previous 13F -612 shares

    1.26% of the 13F portfolio, value $4,454,335.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,892 shares
    Change vs previous 13F +4,874 shares

    1.26% of the 13F portfolio, value $4,553,751.

    13F-HR 0001951757-25-001374 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,018 shares
    Change vs previous 13F +52 shares

    1.26% of the 13F portfolio, value $4,063,953.

    13F-HR 0001951757-25-000983 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,966 shares
    Change vs previous 13F -198,068 shares

    1.17% of the 13F portfolio, value $3,425,904.

    13F-HR 0001951757-25-000538 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 212,034 shares
    Change vs previous 13F +190,011 shares

    1.14% of the 13F portfolio, value $3,413,258.

    13F-HR 0001951757-25-000026 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,023 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,993,910.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).