Empower Advisory Group
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Empower Advisory Group's JPM Position: Q1 2026 in Review

Empower Advisory Group increased its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, buying an estimated $8.15M and bringing the position to 866,890 shares worth $255M. The position accounts for 0.66% of the portfolio, ranked #30.

Empower Advisory Group first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $271M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Empower Advisory Group held 866,890 shares of JPMorgan Chase worth $255M as of Q1 2026.
  • Empower Advisory Group bought 26,853 JPMorgan Chase shares in Q1 2026, an estimated $8.15M.
  • JPMorgan Chase made up 0.66% of Empower Advisory Group's portfolio in Q1 2026, its #30 holding.
  • Empower Advisory Group first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's JPMorgan Chase position peaked at $271M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.