Empower Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240M | Buy |
828,122
+23,504
| +3% | +$6.81M | 0.72% | 29 |
|
|
2025
Q1 | $197M | Sell |
804,618
-213,033
| -21% | -$52.3M | 0.64% | 30 |
|
|
2024
Q4 | $244M | Buy |
1,017,651
+5,229
| +0.5% | +$1.25M | 0.82% | 27 |
|
|
2024
Q3 | $213M | Buy |
1,012,422
+5,288
| +0.5% | +$1.12M | 0.72% | 29 |
|
|
2024
Q2 | $204M | Sell |
1,007,134
-7,823
| -0.8% | -$1.58M | 0.76% | 26 |
|
|
2024
Q1 | $203M | Sell |
1,014,957
-112,293
| -10% | -$22.5M | 0.76% | 26 |
|
|
2023
Q4 | $192M | Buy |
1,127,250
+16,000
| +1% | +$2.72M | 0.76% | 25 |
|
|
2023
Q3 | $161M | Buy |
1,111,250
+14,576
| +1% | +$2.11M | 0.71% | 25 |
|
|
2023
Q2 | $160M | Buy |
1,096,674
+9,883
| +0.9% | +$1.44M | 0.69% | 26 |
|
|
2023
Q1 | $141M | Buy |
+1,086,791
| New | +$141M | 0.64% | 27 |
|