Empire Financial Management Company, LLC J P Morgan Exchange Traded Fd Transaction History

Empire Financial Management Company, LLC

  • $437 Billion
  • Q3 2025

A detailed history of Empire Financial Management Company, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Empire Financial Management Company, LLC holds 69,216 shares of JEPI stock, worth $3.93 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
69,216
Previous 35,738 93.68%
Holding current value
$3.93 Million
Previous $2.03 Billion 94.53%
% of portfolio
0.91%
Previous 0.59%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$55.61 - $57.37 $1.86 Million - $1.92 Million
33,478 Added 93.68%
69,216 $3.95 Billion
Q2 2025

Aug 13, 2025
BUY
$51.14 - $57.0 $306 - $342
6 Added 0.02%
35,738 $2.03 Billion
Q1 2025

May 14, 2025
BUY
$56.17 - $59.71 $27,186 - $28,899
484 Added 1.37%
35,732 $2.04 Billion
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $172 - $182
3 Added 0.01%
35,248 $2.03 Billion
Q3 2024

Nov 18, 2024
BUY
$54.98 - $59.51 $47,062 - $50,940
856 Added 2.49%
35,245 $2.1 Billion
Q2 2024

Aug 13, 2024
BUY
$55.45 - $57.39 $188,363 - $194,953
3,397 Added 10.96%
34,389 $1.95 Billion
Q1 2024

May 14, 2024
SELL
$54.75 - $57.86 $24,966 - $26,384
-456 Reduced 1.45%
30,992 $1.79 Billion
Q4 2023

Feb 15, 2024
SELL
$51.51 - $55.33 $74,895 - $80,449
-1,454 Reduced 4.42%
31,448 $1.73 Billion
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $163,763 - $171,171
3,061 Added 10.26%
32,902 $1.76 Billion
Q2 2023

Jul 27, 2023
BUY
$53.85 - $55.4 $1.13 Million - $1.17 Million
21,037 Added 238.95%
29,841 $1.65 Billion
Q1 2023

Apr 20, 2023
BUY
$52.13 - $55.7 $458,952 - $490,382
8,804 New
8,804 $481 Million

Others Institutions Holding JEPI

# of Institutions
1,433
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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