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Disclosery

Empire Financial Management Company, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empire Financial Management Company, LLC on JPM, newest first. How the timeline and the estimate are built.

Empire Financial Management Company, LLC held 26,831 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,831 shares
    Change vs previous 13F -12,410 shares

    3.48% of the 13F portfolio, value $8,782,647.

    13F-HR 0001971875-26-000003 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,241 shares
    Change vs previous 13F -370 shares

    2.61% of the 13F portfolio, value $11,543,258.

    13F-HR 0001971875-26-000002 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,611 shares
    Change vs previous 13F -338 shares

    2.77% of the 13F portfolio, value $12,763,724.

    13F-HR 0001971875-26-000001 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,949 shares
    Change vs previous 13F +130 shares

    2.89% of the 13F portfolio, value $12,601,200.

    13F-HR 0001971875-25-000005 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,819 shares
    Change vs previous 13F -20 shares

    3.33% of the 13F portfolio, value $11,544,203.

    13F-HR 0001971875-25-000003 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,839 shares
    Change vs previous 13F +826 shares

    3.02% of the 13F portfolio, value $9,772,535.

    13F-HR 0001971875-25-000002 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 39,013 shares
    Change vs previous 13F +189 shares

    2.92% of the 13F portfolio, value $9,351,935.

    13F-HR 0001971875-25-000001 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,824 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $8,186,565.

    13F-HR 0001971875-24-000004 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).