Empire Financial Management Company, LLC J P Morgan ETF Tr Nasdaq Equit 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 ETF Tr Nasdaq Equit stock. As of the latest transaction made, Empire Financial Management Company, LLC holds 79,820 shares of JEPQ stock, worth $4.62 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

79,820

Previous 30,885 158.44%

Holding current value

$4.62 Million

Previous $1.68 Billion 173.27%

% of portfolio

1.05%

Previous 0.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$53.81 - $57.52 $2.63 Million - $2.81 Million	48,935 Added 158.44%	79,820 $4.59 Billion
Q1 2025 May 14, 2025	BUY	$51.45 - $58.51 $60,556 - $68,866	1,177 Added 3.96%	30,885 $1.6 Billion
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

908

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

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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