Empower Advisory Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1978885 Greenwood Village, CO

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$289,489,342

+$34,484,980 QoQ

Shares Held

884,396

+2.0% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#206

of 5,058 holders

Holding Since

Mar 2023

14 quarters on record

Financial Services · as of Jun 30, 2026

Empower Advisory Group, LLC holds $432,251,669 across 8 Banks - Diversified names. JPM ranks #1 (67.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	884,396	$289,489,342
2	BAC	Bank Of America Corp /De/	2,023,849	$115,318,916
3	C	Citigroup Inc	110,198	$15,423,312
4	WFC	Wells Fargo & Company/Mn	125,884	$10,403,053
5	RY	Royal Bank Of Canada	2,530	$523,634
6	UBS	UBS Group AG	8,764	$434,343
7	BNY	Bank of New York Mellon Corp	2,748	$397,388
8	TD	Toronto Dominion Bank	2,155	$261,681

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,489,342	884,396	+2.0%	Shares	Sole	2026-08-12
2026-03-31	$255,004,362	866,890	+3.2%	Shares	Sole	2026-05-14
2025-12-31	$270,676,722	840,037	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$264,495,940	838,525	+1.3%	Shares	Sole	2025-11-14
2025-06-30	$240,080,849	828,122	+2.9%	Shares	Sole	2025-08-08
2025-03-31	$197,372,795	804,618	-20.9%	Shares	Sole	2025-05-09
2024-12-31	$243,941,121	1,017,651	+0.5%	Shares	Sole	2025-01-31
2024-09-30	$213,479,302	1,012,422	+0.5%	Shares	Sole	2024-11-05
2024-06-30	$203,702,922	1,007,134	-0.8%	Shares	Sole	2024-07-25
2024-03-31	$203,295,887	1,014,957	-10.0%	Shares	Sole	2024-05-02
2023-12-31	$191,745,225	1,127,250	+1.4%	Shares	Sole	2024-02-07
2023-09-30	$161,153,475	1,111,250	+1.3%	Shares	Sole	2023-11-06
2023-06-30	$159,500,266	1,096,674	+0.9%	Shares	Sole	2023-08-10
2023-03-31	$141,619,735	1,086,791	—	Shares	Sole	2023-05-25
No filing history on record for this holder in this stock.