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
2023 Q1	–	Sell	-94,696	Closed	-$12.7M	–	612
2022 Q4	$12.7M	Buy	+94,696	New	+$12M	0.83%	17

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Empowered Funds's JPM Position: Q1 2026 in Review

Empowered Funds increased its JPMorgan Chase (JPM) stake by 84% in Q1 2026, buying an estimated $64.4M and bringing the position to 464,394 shares worth $137M. The position accounts for 0.87% of the portfolio, ranked #10.

Empowered Funds first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Empowered Funds held 464,394 shares of JPMorgan Chase worth $137M as of Q1 2026.
Empowered Funds bought 212,167 JPMorgan Chase shares in Q1 2026, an estimated $64.4M.
JPMorgan Chase made up 0.87% of Empowered Funds's portfolio in Q1 2026, its #10 holding.
Empowered Funds first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.