AF
Apexium Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
37,832
-8,960
| -19% | -$2.6M | 0.58% | 31 |
|
|
2025
Q1 | $11.5M | Buy |
46,792
+22,438
| +92% | +$5.5M | 0.68% | 24 |
|
|
2024
Q4 | $5.84M | Buy |
24,354
+5,037
| +26% | +$1.21M | 0.35% | 41 |
|
|
2024
Q3 | $4.07M | Buy |
19,317
+9,324
| +93% | +$1.97M | 0.27% | 41 |
|
|
2024
Q2 | $2.02M | Buy |
9,993
+249
| +3% | +$50.4K | 0.14% | 61 |
|
|
2024
Q1 | $1.95M | Sell |
9,744
-4,657
| -32% | -$933K | 0.15% | 62 |
|
|
2023
Q4 | $2.45M | Buy |
14,401
+4,514
| +46% | +$768K | 0.18% | 63 |
|
|
2023
Q3 | $1.43M | Sell |
9,887
-79
| -0.8% | -$11.5K | 0.14% | 69 |
|
|
2023
Q2 | $1.45M | Buy |
9,966
+780
| +8% | +$113K | 0.13% | 69 |
|
|
2023
Q1 | $1.2M | Sell |
9,186
-997
| -10% | -$130K | 0.12% | 76 |
|
|
2022
Q4 | $1.37M | Buy |
10,183
+546
| +6% | +$73.2K | 0.14% | 68 |
|
|
2022
Q3 | $1.01M | Buy |
+9,637
| New | +$1.01M | 0.13% | 73 |
|
|
2022
Q2 | – | Sell |
-1,655
| Closed | -$262K | – | 105 |
|
|
2022
Q1 | $262K | Buy |
1,655
+217
| +15% | +$34.4K | 0.14% | 82 |
|
|
2021
Q4 | $228K | Sell |
1,438
-729
| -34% | -$116K | 0.12% | 85 |
|
|
2021
Q3 | $355K | Buy |
2,167
+567
| +35% | +$92.9K | 0.21% | 62 |
|
|
2021
Q2 | $249K | Sell |
1,600
-14
| -0.9% | -$2.18K | 0.15% | 67 |
|
|
2021
Q1 | $246K | Sell |
1,614
-100
| -6% | -$15.2K | 0.18% | 65 |
|
|
2020
Q4 | $218K | Buy |
+1,714
| New | +$218K | 0.17% | 67 |
|
|
2020
Q1 | – | Sell |
-2,547
| Closed | -$355K | – | 72 |
|
|
2019
Q4 | $355K | Buy |
+2,547
| New | +$355K | 0.46% | 42 |
|