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Aprio Wealth Management’s JPMorgan Chase JPM Stock Holding History

Aprio Wealth Management’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
2026
Q2 		$8.29M Sell
25,329
-92
-0.4% -$28.6K 0.41% 60
2026
Q1 		$7.48M Sell
25,421
-288
-1% -$87.4K 0.41% 53
2025
Q4 		$8.28M Buy
25,709
+7,812
+44% +$2.42M 0.48% 48
2025
Q3 		$5.65M Buy
17,897
+754
+4% +$224K 0.56% 38
2025
Q2 		$4.97M Buy
17,143
+616
+4% +$157K 0.56% 33
2025
Q1 		$4.05M Buy
16,527
+982
+6% +$250K 0.51% 38
2024
Q4 		$3.73M Buy
15,545
+1,230
+9% +$286K 0.54% 33
2024
Q3 		$3.02M Sell
14,315
-63
-0.4% -$13.3K 0.48% 37
2024
Q2 		$2.91M Buy
14,378
+424
+3% +$82.9K 0.53% 34
2024
Q1 		$2.8M Buy
13,954
+7,269
+109% +$1.31M 0.55% 29
2023
Q4 		$1.14M Buy
6,685
+446
+7% +$67.6K 0.25% 50
2023
Q3 		$905K Buy
6,239
+2,061
+49% +$309K 0.25% 50
2023
Q2 		$608K Sell
4,178
-686
-14% -$94.4K 0.17% 65
2023
Q1 		$634K Buy
4,864
+1,047
+27% +$143K 0.2% 52
2022
Q4 		$512K Sell
3,817
-1,509
-28% -$191K 0.18% 62
2022
Q3 		$557K Buy
5,326
+1,280
+32% +$147K 0.22% 53
2022
Q2 		$456K Buy
4,046
+271
+7% +$33.6K 0.18% 52
2022
Q1 		$515K Buy
3,775
+1,169
+45% +$173K 0.2% 51
2021
Q4 		$413K Sell
2,606
-10
-0.4% -$1.64K 0.17% 47
2021
Q3 		$428K Buy
2,616
+27
+1% +$4.23K 0.2% 44
2021
Q2 		$403K Buy
+2,589
New +$407K 0.19% 43
2020
Q4 		$427K Sell
3,361
-9,124
-73% -$1.02M 0.28% 33
2020
Q3 		$1.2M Buy
12,485
+112
+0.9% +$11K 0.85% 22
2020
Q2 		$1.16M Sell
12,373
-395
-3% -$37.5K 1.12% 21
2020
Q1 		$1.15M Buy
12,768
+600
+5% +$72.9K 1.46% 11
2019
Q4 		$1.7M Buy
+12,168
New +$1.56M 1.25% 17

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aprio Wealth Management's JPM Position: Q2 2026 in Review

Aprio Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, selling an estimated $28.6K and leaving 25,329 shares worth $8.29M. The position accounts for 0.41% of the portfolio, ranked #60.

Aprio Wealth Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Aprio Wealth Management held 25,329 shares of JPMorgan Chase worth $8.29M as of Q2 2026.
  • Aprio Wealth Management sold 92 JPMorgan Chase shares in Q2 2026, an estimated $28.6K.
  • JPMorgan Chase made up 0.41% of Aprio Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Aprio Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.