AA
Apriem Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Sell |
44,774
-6,163
| -12% | -$1.79M | 1.38% | 17 |
|
|
2025
Q1 | $12.5M | Sell |
50,937
-199
| -0.4% | -$48.8K | 1.46% | 18 |
|
|
2024
Q4 | $12.3M | Sell |
51,136
-133
| -0.3% | -$31.9K | 1.4% | 21 |
|
|
2024
Q3 | $10.8M | Sell |
51,269
-839
| -2% | -$177K | 1.26% | 26 |
|
|
2024
Q2 | $10.5M | Sell |
52,108
-4,101
| -7% | -$829K | 1.29% | 24 |
|
|
2024
Q1 | $11.3M | Sell |
56,209
-826
| -1% | -$165K | 1.41% | 22 |
|
|
2023
Q4 | $9.7M | Buy |
57,035
+45
| +0.1% | +$7.66K | 1.3% | 25 |
|
|
2023
Q3 | $8.26M | Sell |
56,990
-89
| -0.2% | -$12.9K | 1.21% | 26 |
|
|
2023
Q2 | $8.3M | Sell |
57,079
-447
| -0.8% | -$65K | 1.24% | 24 |
|
|
2023
Q1 | $7.5M | Buy |
57,526
+76
| +0.1% | +$9.9K | 1.2% | 24 |
|
|
2022
Q4 | $7.7M | Buy |
57,450
+95
| +0.2% | +$12.7K | 1.34% | 23 |
|
|
2022
Q3 | $5.99M | Hold |
57,355
| – | – | 1.08% | 27 |
|
|
2022
Q2 | $6.46M | Sell |
57,355
-2,040
| -3% | -$230K | 1.11% | 25 |
|
|
2022
Q1 | $8.1M | Sell |
59,395
-392
| -0.7% | -$53.4K | 1.19% | 24 |
|
|
2021
Q4 | $9.47M | Sell |
59,787
-1,072
| -2% | -$170K | 1.34% | 23 |
|
|
2021
Q3 | $9.96M | Sell |
60,859
-144
| -0.2% | -$23.6K | 1.43% | 22 |
|
|
2021
Q2 | $9.49M | Sell |
61,003
-1,512
| -2% | -$235K | 1.42% | 22 |
|
|
2021
Q1 | $9.52M | Buy |
62,515
+3,895
| +7% | +$593K | 1.47% | 23 |
|
|
2020
Q4 | $7.45M | Sell |
58,620
-9,844
| -14% | -$1.25M | 1.33% | 23 |
|
|
2020
Q3 | $6.59M | Sell |
68,464
-502
| -0.7% | -$48.3K | 1.21% | 24 |
|
|
2020
Q2 | $6.49M | Buy |
68,966
+1,507
| +2% | +$142K | 1.33% | 22 |
|
|
2020
Q1 | $6.07M | Sell |
67,459
-3,544
| -5% | -$319K | 1.47% | 20 |
|
|
2019
Q4 | $9.9M | Sell |
71,003
-5,321
| -7% | -$742K | 1.9% | 14 |
|
|
2019
Q3 | $8.98M | Sell |
76,324
-3,447
| -4% | -$406K | 1.99% | 14 |
|
|
2019
Q2 | $8.92M | Buy |
79,771
+1,050
| +1% | +$117K | 2.79% | 9 |
|
|
2019
Q1 | $7.97M | Buy |
78,721
+4,059
| +5% | +$411K | 2.11% | 14 |
|
|
2018
Q4 | $7.29M | Buy |
74,662
+10,941
| +17% | +$1.07M | 2.56% | 10 |
|
|
2018
Q3 | $7.19M | Sell |
63,721
-136
| -0.2% | -$15.3K | 1.57% | 16 |
|
|
2018
Q2 | $6.65M | Buy |
63,857
+1,238
| +2% | +$129K | 1.49% | 15 |
|
|
2018
Q1 | $6.89M | Sell |
62,619
-2,134
| -3% | -$235K | 1.68% | 15 |
|
|
2017
Q4 | $6.93M | Sell |
64,753
-265
| -0.4% | -$28.3K | 1.72% | 15 |
|
|
2017
Q3 | $6.21M | Sell |
65,018
-3,004
| -4% | -$287K | 1.54% | 17 |
|
|
2017
Q2 | $6.22M | Buy |
68,022
+2,550
| +4% | +$233K | 1.65% | 19 |
|
|
2017
Q1 | $5.75M | Sell |
65,472
-531
| -0.8% | -$46.6K | 1.56% | 19 |
|
|
2016
Q4 | $5.7M | Sell |
66,003
-2,046
| -3% | -$177K | 1.69% | 15 |
|
|
2016
Q3 | $4.53M | Buy |
68,049
+542
| +0.8% | +$36.1K | 1.35% | 25 |
|
|
2016
Q2 | $4.2M | Buy |
67,507
+1,273
| +2% | +$79.1K | 1.36% | 25 |
|
|
2016
Q1 | $3.92M | Buy |
66,234
+2,917
| +5% | +$173K | 1.54% | 23 |
|
|
2015
Q4 | $4.18M | Buy |
63,317
+8,576
| +16% | +$566K | 1.49% | 20 |
|
|
2015
Q3 | $3.34M | Buy |
54,741
+50,970
| +1,352% | +$3.11M | 1.23% | 27 |
|
|
2015
Q2 | $256K | Buy |
3,771
+161
| +4% | +$10.9K | 0.09% | 85 |
|
|
2015
Q1 | $219K | Buy |
3,610
+241
| +7% | +$14.6K | 0.08% | 94 |
|
|
2014
Q4 | $211K | Buy |
3,369
+1
| +0% | +$63 | 0.08% | 89 |
|
|
2014
Q3 | $203K | Buy |
3,368
+251
| +8% | +$15.1K | 0.08% | 99 |
|
|
2014
Q2 | $180K | Buy |
3,117
+1
| +0% | +$58 | 0.07% | 123 |
|
|
2014
Q1 | $189K | Buy |
3,116
+1
| +0% | +$61 | 0.07% | 118 |
|
|
2013
Q4 | $182K | Buy |
3,115
+21
| +0.7% | +$1.23K | 0.07% | 113 |
|
|
2013
Q3 | $160K | Buy |
3,094
+152
| +5% | +$7.86K | 0.07% | 115 |
|
|
2013
Q2 | $155K | Buy |
+2,942
| New | +$155K | 0.08% | 118 |
|