Empower Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $271M | Buy |
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|
2025
Q3 | $264M | Buy |
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|
2025
Q2 | $240M | Buy |
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|
2025
Q1 | $197M | Sell |
|
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|
2024
Q4 | $244M | Buy |
|
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|
2024
Q3 | $213M | Buy |
|
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|
2024
Q2 | $204M | Sell |
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|
2024
Q1 | $203M | Sell |
|
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|
2023
Q4 | $192M | Buy |
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|
2023
Q3 | $161M | Buy |
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|
2023
Q2 | $160M | Buy |
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|
2023
Q1 | $141M | Buy |
|