EF
Empowered Funds’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.6M | Buy |
215,924
+40,569
| +23% | +$11.8M | 0.71% | 13 |
|
|
2025
Q1 | $43M | Buy |
175,355
+49,417
| +39% | +$12.1M | 0.61% | 17 |
|
|
2024
Q4 | $30.2M | Buy |
125,938
+14,876
| +13% | +$3.57M | 0.44% | 23 |
|
|
2024
Q3 | $23.4M | Buy |
111,062
+8,893
| +9% | +$1.88M | 0.37% | 32 |
|
|
2024
Q2 | $20.7M | Buy |
102,169
+11,103
| +12% | +$2.25M | 0.36% | 36 |
|
|
2024
Q1 | $18.2M | Buy |
91,066
+6,907
| +8% | +$1.38M | 0.33% | 45 |
|
|
2023
Q4 | $14.3M | Sell |
84,159
-16,019
| -16% | -$2.72M | 0.36% | 33 |
|
|
2023
Q3 | $14.5M | Buy |
100,178
+5,334
| +6% | +$774K | 0.43% | 24 |
|
|
2023
Q2 | $13.8M | Sell |
94,844
-4,127
| -4% | -$600K | 0.49% | 22 |
|
|
2023
Q1 | $12.9M | Buy |
+98,971
| New | +$12.9M | 0.76% | 19 |
|
|
2022
Q4 | – | Sell |
-4,495
| Closed | -$470K | – | 340 |
|
|
2022
Q3 | $470K | Buy |
+4,495
| New | +$470K | 0.05% | 257 |
|
|
2022
Q1 | – | Sell |
-4,505
| Closed | -$714K | – | 275 |
|
|
2021
Q4 | $714K | Buy |
4,505
+762
| +20% | +$121K | 0.08% | 194 |
|
|
2021
Q3 | $613K | Sell |
3,743
-10,103
| -73% | -$1.65M | 0.08% | 155 |
|
|
2021
Q2 | $2.15M | Buy |
13,846
+6,073
| +78% | +$945K | 0.27% | 94 |
|
|
2021
Q1 | $988K | Hold |
7,773
| – | – | 0.19% | 138 |
|
|
2020
Q4 | $988K | Buy |
+7,773
| New | +$988K | 0.19% | 138 |
|