Empire Financial Management Company, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Empire Financial Management Company, LLC

$321 Billion
Q4 2024

A detailed history of Empire Financial Management Company, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Empire Financial Management Company, LLC holds 29,708 shares of JEPQ stock, worth $1.71 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

29,708

Previous 30,148 1.46%

Holding current value

$1.71 Million

Previous $1.66 Billion 1.14%

% of portfolio

0.52%

Previous 0.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$53.94 - $58.15 $23,733 - $25,586	-440 Reduced 1.46%	29,708 $1.67 Billion
Q3 2024 Nov 18, 2024	BUY	$49.7 - $56.11 $37,275 - $42,082	750 Added 2.55%	30,148 $1.66 Billion
Q2 2024 Aug 13, 2024	BUY	$50.84 - $55.56 $205,902 - $225,018	4,050 Added 15.98%	29,398 $1.63 Billion
Q1 2024 May 14, 2024	BUY	$49.02 - $54.29 $735,300 - $814,350	15,000 Added 144.96%	25,348 $1.37 Billion
Q3 2023 Nov 13, 2023	BUY	$46.47 - $49.43 $101,862 - $108,350	2,192 Added 26.88%	10,348 $486 Million
Q2 2023 Jul 27, 2023	BUY	$44.13 - $48.37 $359,924 - $394,505	8,156 New	8,156 $395 Million

Others Institutions Holding JEPQ

# of Institutions

768

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Empire Financial Management Company, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History