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Empowered Funds’s JPMorgan Chase JPM Stock Holding History

Empowered Funds’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 		$156M Buy
475,472
+11,078
+2% +$3.44M 0.82% 12
2026
Q1 		$137M Buy
464,394
+212,167
+84% +$64.4M 0.87% 10
2025
Q4 		$81.3M Sell
252,227
-4,420
-2% -$1.37M 1.38% 8
2025
Q3 		$81M Buy
256,647
+40,723
+19% +$12.1M 0.82% 10
2025
Q2 		$62.6M Buy
215,924
+40,569
+23% +$10.4M 0.71% 13
2025
Q1 		$43M Buy
175,355
+49,417
+39% +$12.6M 0.61% 17
2024
Q4 		$30.2M Buy
125,938
+14,876
+13% +$3.46M 0.44% 23
2024
Q3 		$23.4M Buy
111,062
+8,893
+9% +$1.87M 0.37% 32
2024
Q2 		$20.7M Buy
102,169
+11,103
+12% +$2.17M 0.36% 36
2024
Q1 		$18.2M Buy
91,066
+6,907
+8% +$1.25M 0.33% 45
2023
Q4 		$14.3M Sell
84,159
-16,019
-16% -$2.43M 0.36% 33
2023
Q3 		$14.5M Buy
100,178
+5,334
+6% +$800K 0.43% 24
2023
Q2 		$13.8M Sell
94,844
-4,127
-4% -$568K 0.49% 22
2023
Q1 		$12.9M Buy
+98,971
New +$13.6M 0.76% 19
2022
Q4 		– Sell
-4,495
Closed -$570K – 514
2022
Q3 		$470K Buy
+4,495
New +$516K 0.05% 257
2022
Q1 		– Sell
-4,505
Closed -$714K – 275
2021
Q4 		$714K Buy
4,505
+762
+20% +$125K 0.08% 194
2021
Q3 		$613K Sell
3,743
-10,103
-73% -$1.58M 0.08% 155
2021
Q2 		$2.15M Buy
13,846
+6,073
+78% +$954K 0.27% 94
2021
Q1 		$988K Hold
7,773
– – 0.19% 138
2020
Q4 		$988K Buy
+7,773
New +$869K 0.19% 138

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 $3.37T AUM 44.26% 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

Empowered Funds's JPM Position: Q2 2026 in Review

Empowered Funds increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $3.44M and bringing the position to 475,472 shares worth $156M. The position accounts for 0.82% of the portfolio, ranked #12.

Empowered Funds first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Empowered Funds held 475,472 shares of JPMorgan Chase worth $156M as of Q2 2026.
  • Empowered Funds bought 11,078 JPMorgan Chase shares in Q2 2026, an estimated $3.44M.
  • JPMorgan Chase made up 0.82% of Empowered Funds's portfolio in Q2 2026, its #12 holding.
  • Empowered Funds first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.