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Empowered Funds, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empowered Funds, LLC on JPM, newest first. How the timeline and the estimate are built.

Empowered Funds, LLC held 475,472 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 475,472 shares
    Change vs previous 13F +11,078 shares

    0.82% of the 13F portfolio, value $155,636,250.

    13F-HR 0001592828-26-000007 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 464,394 shares
    Change vs previous 13F +212,167 shares

    0.87% of the 13F portfolio, value $136,606,138.

    13F-HR/A 0001592828-26-000006 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 252,227 shares
    Change vs previous 13F -4,420 shares

    1.38% of the 13F portfolio, value $81,272,585.

    13F-HR/A 0001592828-26-000004 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 256,647 shares
    Change vs previous 13F +40,723 shares

    0.82% of the 13F portfolio, value $80,954,164.

    13F-HR 0001592828-25-000013 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 215,924 shares
    Change vs previous 13F +40,569 shares

    0.71% of the 13F portfolio, value $62,598,527.

    13F-HR 0001592828-25-000009 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 175,355 shares
    Change vs previous 13F +49,417 shares

    0.61% of the 13F portfolio, value $43,014,582.

    13F-HR 0001592828-25-000006 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 125,938 shares
    Change vs previous 13F +14,876 shares

    0.44% of the 13F portfolio, value $30,188,598.

    13F-HR 0001592828-25-000001 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 111,062 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $23,418,534.

    13F-HR 0001572838-24-000015 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).