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Position history for Empowered Funds, LLCEmpowered Funds, LLC's holdings in JPMORGAN CHASE & CO

Empowered Funds, LLC holds 475,472 shares of JPM (JPMORGAN CHASE & CO), worth $155.6M as of 2026-Q2. The position was increased (+2.4% shares). JPM represents 0.8% of Empowered Funds, LLC's portfolio.

Current Value

$155.6M

Current Shares

475,472

Total Value Change

+$132.2M

Total Shares Change

+364,410

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
475,472
+2.4%
$155.6M0.8%$325.86
44
2026-Q1
Increased
464,394
+84.1%
$136.6M0.9%$300.26
66
2025-Q4
Decreased
252,227
-1.7%
$81.3M1.4%$321.97
0
2025-Q3
Increased
256,647
+18.9%
$81M0.8%$312.75
49
2025-Q2
Increased
215,924
+23.1%
$62.6M0.7%$283.07
50
2025-Q1
Increased
175,355
+39.2%
$43M0.6%$237.97
54
2024-Q4
Increased
125,938
+13.4%
$30.2M0.4%$233.31
39
2024-Q3
Increased
111,062
+8.7%
$23.4M0.4%$203.96
37

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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