Empire Financial Management Company, LLC Jpmorgan Diversified Return Us Transaction History

Empire Financial Management Company, LLC

$324 Billion
Q1 2025

A detailed history of Empire Financial Management Company, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Empire Financial Management Company, LLC holds 10,913 shares of JPUS stock, worth $1.32 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

10,913

Previous 11,362 3.95%

Holding current value

$1.32 Million

Previous $1.3 Billion 3.03%

% of portfolio

0.39%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$111.89 - $119.08 $50,238 - $53,466	-449 Reduced 3.95%	10,913 $1.26 Billion
Q4 2024 Feb 14, 2025	SELL	$114.05 - $123.77 $29,538 - $32,056	-259 Reduced 2.23%	11,362 $1.3 Billion
Q3 2024 Nov 18, 2024	SELL	$108.5 - $119.68 $63,689 - $70,252	-587 Reduced 4.81%	11,621 $1.39 Billion
Q2 2024 Aug 13, 2024	SELL	$105.76 - $111.62 $359,266 - $379,173	-3,397 Reduced 21.77%	12,208 $1.33 Billion
Q1 2024 May 14, 2024	SELL	$101.27 - $112.0 $224,009 - $247,744	-2,212 Reduced 12.42%	15,605 $1.75 Billion
Q4 2023 Feb 15, 2024	SELL	$89.72 - $103.13 $377,093 - $433,455	-4,203 Reduced 19.09%	17,817 $1.83 Billion
Q3 2023 Nov 13, 2023	SELL	$93.76 - $100.98 $1.44 Million - $1.55 Million	-15,374 Reduced 41.11%	22,020 $2.07 Billion
Q2 2023 Jul 27, 2023	SELL	$91.99 - $97.77 $1.67 Million - $1.77 Million	-18,123 Reduced 32.64%	37,394 $3.66 Billion
Q1 2023 Apr 20, 2023	BUY	$91.13 - $100.92 $5.06 Million - $5.6 Million	55,517 New	55,517 $5.31 Billion

Others Institutions Holding JPUS

# of Institutions

Shares Held

2.65M

Call Options Held

Put Options Held

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Empire Financial Management Company, LLC Jpmorgan Diversified Return Us Transaction History