Ownership history in Empowered Funds, LLC Β· 19 quarters on record
This page tracks every 13F SEC filing in which Empowered Funds, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Empowered Funds, LLC outperformed the S&P 500 by +11.3% annually on this JPM position. Timing score: 71% (12/17 decisions correct). Average cost basis: $206.43. Maximum drawdown during holding period: β34.3%.
π₯ Exceptional β beat the S&P 500 by 11.3% per year on this position.
18 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
12 of 17 add/trim decisions correct
Best entry: $111.10 (2020 Q4) Β· Worst: $312.49 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 5 trims. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Empowered Funds, LLC has been actively increasing its JPM allocation β a bullish signal from insiders.
Currently 0.65% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size