Empire Financial Management Company, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1971875 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,782,591

-$2,760,541 QoQ

Shares Held

26,831

-31.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.59%

of 13F equity value

Holder Rank

#1,585

of 5,058 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Empire Financial Management Company, LLC holds $9,080,845 across 2 Banks - Diversified names. JPM ranks #1 (96.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JPM	Jpmorgan Chase & Co This page	26,831	$8,782,591
2	C	Citigroup Inc	2,131	$298,254

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,782,591	26,831	-31.6%	Shares	Sole	2026-08-14
2026-03-31	$11,543,132	39,241	-0.9%	Shares	Sole	2026-05-18
2025-12-31	$12,763,456	39,611	-0.8%	Shares	Sole	2026-02-12
2025-09-30	$12,601,113	39,949	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$11,543,926	39,819	-0.1%	Shares	Sole	2025-08-13
2025-03-31	$9,772,506	39,839	+2.1%	Shares	Sole	2025-05-14
2024-12-31	$9,351,806	39,013	+0.5%	Shares	Sole	2025-02-14
2024-09-30	$8,186,428	38,824	-1.4%	Shares	Sole	2024-11-18
2024-06-30	$7,966,010	39,385	+1.6%	Shares	Sole	2024-08-13
2024-03-31	$7,762,025	38,752	+2.0%	Shares	Sole	2024-05-14
2023-12-31	$6,459,547	37,975	+0.8%	Shares	Sole	2024-02-15
2023-09-30	$5,461,453	37,660	-9.5%	Shares	Sole	2023-11-13
2023-06-30	$6,053,067	41,619	+0.2%	Shares	Sole	2023-07-27
2023-03-31	$5,414,771	41,553	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.