Empowered Funds’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
Q2 | $62.6M | Buy |
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|
2025
Q1 | $43M | Buy |
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|
2024
Q4 | $30.2M | Buy |
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|
2024
Q3 | $23.4M | Buy |
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|
2024
Q2 | $20.7M | Buy |
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|
2024
Q1 | $18.2M | Buy |
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|
2023
Q4 | $14.3M | Sell |
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|
2023
Q3 | $14.5M | Buy |
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|
2023
Q2 | $13.8M | Sell |
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|
2023
Q1 | $12.9M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $470K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $714K | Buy |
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|
2021
Q3 | $613K | Sell |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $988K | Hold |
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|
2020
Q4 | $988K | Buy |
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