Apriem Advisors’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 | $13M | Sell |
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|
2025
Q1 | $12.5M | Sell |
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|
2024
Q4 | $12.3M | Sell |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $11.3M | Sell |
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|
2023
Q4 | $9.7M | Buy |
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|
2023
Q3 | $8.26M | Sell |
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|
2023
Q2 | $8.3M | Sell |
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|
2023
Q1 | $7.5M | Buy |
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|
2022
Q4 | $7.7M | Buy |
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|
2022
Q3 | $5.99M | Hold |
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|
2022
Q2 | $6.46M | Sell |
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|
2022
Q1 | $8.1M | Sell |
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|
2021
Q4 | $9.47M | Sell |
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|
2021
Q3 | $9.96M | Sell |
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|
2021
Q2 | $9.49M | Sell |
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|
2021
Q1 | $9.52M | Buy |
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|
2020
Q4 | $7.45M | Sell |
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|
2020
Q3 | $6.59M | Sell |
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|
2020
Q2 | $6.49M | Buy |
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|
2020
Q1 | $6.07M | Sell |
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|
2019
Q4 | $9.9M | Sell |
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|
2019
Q3 | $8.98M | Sell |
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|
2019
Q2 | $8.92M | Buy |
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|
2019
Q1 | $7.97M | Buy |
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|
2018
Q4 | $7.29M | Buy |
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|
2018
Q3 | $7.19M | Sell |
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|
2018
Q2 | $6.65M | Buy |
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|
2018
Q1 | $6.89M | Sell |
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|
2017
Q4 | $6.92M | Sell |
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|
2017
Q3 | $6.21M | Sell |
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|
2017
Q2 | $6.22M | Buy |
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|
2017
Q1 | $5.75M | Sell |
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|
2016
Q4 | $5.7M | Sell |
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|
2016
Q3 | $4.53M | Buy |
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|
2016
Q2 | $4.2M | Buy |
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|
2016
Q1 | $3.92M | Buy |
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|
2015
Q4 | $4.18M | Buy |
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|
2015
Q3 | $3.34M | Buy |
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|
2015
Q2 | $256K | Buy |
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|
2015
Q1 | $219K | Buy |
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|
2014
Q4 | $211K | Buy |
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|
2014
Q3 | $203K | Buy |
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|
2014
Q2 | $180K | Buy |
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|
2014
Q1 | $189K | Buy |
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|
2013
Q4 | $182K | Buy |
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|
2013
Q3 | $160K | Buy |
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|
2013
Q2 | $155K | Buy |
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