Apexium Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
|
|||||
|
2025
Q1 | $11.5M | Buy |
|
|||||
|
2024
Q4 | $5.84M | Buy |
|
|||||
|
2024
Q3 | $4.07M | Buy |
|
|||||
|
2024
Q2 | $2.02M | Buy |
|
|||||
|
2024
Q1 | $1.95M | Sell |
|
|||||
|
2023
Q4 | $2.45M | Buy |
|
|||||
|
2023
Q3 | $1.43M | Sell |
|
|||||
|
2023
Q2 | $1.45M | Buy |
|
|||||
|
2023
Q1 | $1.2M | Sell |
|
|||||
|
2022
Q4 | $1.37M | Buy |
|
|||||
|
2022
Q3 | $1.01M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $262K | Buy |
|
|||||
|
2021
Q4 | $228K | Sell |
|
|||||
|
2021
Q3 | $355K | Buy |
|
|||||
|
2021
Q2 | $249K | Sell |
|
|||||
|
2021
Q1 | $246K | Sell |
|
|||||
|
2020
Q4 | $218K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $355K | Buy |
|