Number of Shares
39,839.00
Current Holdings Value*
$9.77 Mil
% of Portfolio
3.02%
Total Estimate Gain
$6.03 Mil
% of Total Estimate Gain
96.26%

Empire Financial Management Company, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Empire Financial Management Company, LLC held 39,839.00 shares of JPMorgan Chase & Co(JPM), totaling $9.77 Mil. This investment constitutes 3.02% of their stock portfolio, and Empire Financial Management Company, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q1. And since then Empire Financial Management Company, LLC has made 6 purchases of JPM, at an average price of $141.32, for a total of 44,359.00 shares. In addition, there have been 2 sales at an average price of $157.44 for 4,520.00 shares. Based on historical transaction data and JPM's current price of $290.97, Empire Financial Management Company, LLC's estimated gain on his JPM holdings is $6.03 Mil, reflecting a 96.26% gain to date.

Empire Financial Management Company, LLC JPM ($290.97) Holding Chart

Empire Financial Management Company, LLC JPM ($290.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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