EFMC
Empire Financial Management Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
39,819
-20
| -0.1% | -$5.8K | 3.33% | 3 |
|
|
2025
Q1 | $9.77M | Buy |
39,839
+826
| +2% | +$203K | 3.02% | 3 |
|
|
2024
Q4 | $9.35M | Buy |
39,013
+189
| +0.5% | +$45.3K | 2.92% | 4 |
|
|
2024
Q3 | $8.19M | Sell |
38,824
-561
| -1% | -$118K | 2.52% | 5 |
|
|
2024
Q2 | $7.97M | Buy |
39,385
+633
| +2% | +$128K | 2.63% | 5 |
|
|
2024
Q1 | $7.76M | Buy |
38,752
+777
| +2% | +$156K | 2.57% | 4 |
|
|
2023
Q4 | $6.46M | Buy |
37,975
+315
| +0.8% | +$53.6K | 2.53% | 4 |
|
|
2023
Q3 | $5.46M | Sell |
37,660
-3,959
| -10% | -$574K | 2.38% | 6 |
|
|
2023
Q2 | $6.05M | Buy |
41,619
+66
| +0.2% | +$9.6K | 2.41% | 4 |
|
|
2023
Q1 | $5.41M | Buy |
+41,553
| New | +$5.41M | 2.21% | 4 |
|