Empower Advisory Group
JPM icon

Empower Advisory Group’s JPMorgan Chase JPM Stock Holding History

Empower Advisory Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$289M Buy
884,396
+17,506
+2% +$5.44M 0.69% 29
2026
Q1 		$255M Buy
866,890
+26,853
+3% +$8.15M 0.66% 30
2025
Q4 		$271M Buy
840,037
+1,512
+0.2% +$468K 0.73% 30
2025
Q3 		$264M Buy
838,525
+10,403
+1% +$3.09M 0.73% 29
2025
Q2 		$240M Buy
828,122
+23,504
+3% +$6M 0.72% 29
2025
Q1 		$197M Sell
804,618
-213,033
-21% -$54.3M 0.64% 30
2024
Q4 		$244M Buy
1,017,651
+5,229
+0.5% +$1.22M 0.82% 27
2024
Q3 		$213M Buy
1,012,422
+5,288
+0.5% +$1.11M 0.72% 29
2024
Q2 		$204M Sell
1,007,134
-7,823
-0.8% -$1.53M 0.76% 26
2024
Q1 		$203M Sell
1,014,957
-112,293
-10% -$20.3M 0.76% 26
2023
Q4 		$192M Buy
1,127,250
+16,000
+1% +$2.42M 0.76% 25
2023
Q3 		$161M Buy
1,111,250
+14,576
+1% +$2.18M 0.71% 25
2023
Q2 		$160M Buy
1,096,674
+9,883
+0.9% +$1.36M 0.69% 26
2023
Q1 		$141M Buy
+1,086,791
New +$149M 0.64% 27

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Empower Advisory Group's JPM Position: Q2 2026 in Review

Empower Advisory Group increased its JPMorgan Chase (JPM) stake by 2% in Q2 2026, buying an estimated $5.44M and bringing the position to 884,396 shares worth $289M. The position accounts for 0.69% of the portfolio, ranked #29.

Empower Advisory Group first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Empower Advisory Group held 884,396 shares of JPMorgan Chase worth $289M as of Q2 2026.
  • Empower Advisory Group bought 17,506 JPMorgan Chase shares in Q2 2026, an estimated $5.44M.
  • JPMorgan Chase made up 0.69% of Empower Advisory Group's portfolio in Q2 2026, its #29 holding.
  • Empower Advisory Group first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.