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Apexium Financial’s JPMorgan Chase JPM Stock Holding History

Apexium Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$12.1M Buy
38,217
+385
+1% +$115K 0.59% 28
2025
Q2 		$11M Sell
37,832
-8,960
-19% -$2.29M 0.58% 31
2025
Q1 		$11.5M Buy
46,792
+22,438
+92% +$5.72M 0.68% 24
2024
Q4 		$5.84M Buy
24,354
+5,037
+26% +$1.17M 0.35% 41
2024
Q3 		$4.07M Buy
19,317
+9,324
+93% +$1.96M 0.27% 41
2024
Q2 		$2.02M Buy
9,993
+249
+3% +$48.7K 0.14% 61
2024
Q1 		$1.95M Sell
9,744
-4,657
-32% -$840K 0.15% 62
2023
Q4 		$2.45M Buy
14,401
+4,514
+46% +$684K 0.18% 63
2023
Q3 		$1.43M Sell
9,887
-79
-0.8% -$11.8K 0.14% 69
2023
Q2 		$1.45M Buy
9,966
+780
+8% +$107K 0.13% 69
2023
Q1 		$1.2M Sell
9,186
-997
-10% -$137K 0.12% 76
2022
Q4 		$1.37M Buy
10,183
+546
+6% +$69.2K 0.14% 68
2022
Q3 		$1.01M Buy
+9,637
New +$1.11M 0.13% 73
2022
Q2 		– Sell
-1,655
Closed -$262K – 105
2022
Q1 		$262K Buy
1,655
+217
+15% +$32K 0.14% 82
2021
Q4 		$228K Sell
1,438
-729
-34% -$120K 0.12% 85
2021
Q3 		$355K Buy
2,167
+567
+35% +$88.9K 0.21% 62
2021
Q2 		$249K Sell
1,600
-14
-0.9% -$2.2K 0.15% 67
2021
Q1 		$246K Sell
1,614
-100
-6% -$14.4K 0.18% 65
2020
Q4 		$218K Buy
+1,714
New +$192K 0.17% 67
2020
Q1 		– Sell
-2,547
Closed -$355K – 72
2019
Q4 		$355K Buy
+2,547
New +$327K 0.46% 42

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Apexium Financial's JPM Position: Q3 2025 in Review

Apexium Financial increased its JPMorgan Chase (JPM) stake by 1% in Q3 2025, buying an estimated $115K and bringing the position to 38,217 shares worth $12.1M. The position accounts for 0.59% of the portfolio, ranked #28.

Apexium Financial first reported a position in JPM in Q4 2019 and has held it in 20 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Apexium Financial held 38,217 shares of JPMorgan Chase worth $12.1M as of Q3 2025.
  • Apexium Financial bought 385 JPMorgan Chase shares in Q3 2025, an estimated $115K.
  • JPMorgan Chase made up 0.59% of Apexium Financial's portfolio in Q3 2025, its #28 holding.
  • Apexium Financial first reported a position in JPMorgan Chase in Q4 2019 and has held it in 20 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.