Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$136,606,129
+$55,333,554 QoQ
Shares Held
464,394
+84.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Empowered Funds, LLC holds $291,297,065 across 9 Banks - Diversified names. JPM ranks #1 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
464,394 | $136,606,129 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
685,602 | $54,580,767 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,118,586 | $54,531,062 | |
| 4 | C |
Citigroup Inc
|
149,430 | $16,946,848 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
134,347 | $15,937,578 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
180,408 | $9,467,811 | |
| 7 | TD |
Toronto Dominion Bank
|
24,124 | $2,251,009 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
26,157 | $566,559 |
All Filings in JPM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,606,129 | 464,394 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $81,272,575 | 252,227 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $80,954,157 | 256,647 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $62,598,520 | 215,924 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $43,014,578 | 175,355 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $30,188,595 | 125,938 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $23,418,531 | 111,062 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $20,664,699 | 102,169 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $18,240,517 | 91,066 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $14,315,444 | 84,159 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,527,811 | 100,178 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $13,794,109 | 94,844 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $12,896,908 | 98,971 | Shares | Other | 2023-04-05 | |
| 2022-12-31 | $12,698,732 | 94,696 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $469,727 | 4,495 | Shares | Sole | 2022-11-04 | |
| 2021-12-31 | $713,366 | 4,505 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $612,691 | 3,743 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,153,606 | 13,846 | Shares | Other | 2021-11-12 | |
| 2021-03-31 | $1,183,283 | 7,773 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $987,715 | 7,773 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||