J P Morgan Exchange-traded F shares owned by Empire Financial Management Company
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Empire Financial Management Company
from 13F filings
Historical chart of Empire Financial Management Company investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Empire Financial Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 69k | 57.10 |
| 2025-06-30 | $2.0M | 36k | 56.85 |
| 2025-03-31 | $2.0M | 36k | 57.14 |
| 2024-12-31 | $2.0M | 35k | 57.53 |
| 2024-09-30 | $2.1M | 35k | 59.51 |
| 2024-06-30 | $1.9M | 34k | 56.68 |
| 2024-03-31 | $1.8M | 31k | 57.86 |
| 2023-12-31 | $1.7M | 31k | 54.98 |
| 2023-09-30 | $1.8M | 33k | 53.56 |
| 2023-06-30 | $1.7M | 30k | 55.33 |
| 2023-03-31 | $481k | 8.8k | 54.60 |
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